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Our beliefs

We have strong beliefs about how a financial planning business should operate and care for its clients. We imprint these beliefs on everything we do. We believe:

  • Our clients should know the truth about their money and what it will or will not allow them to do. We can then help them to make the choices that are right for them.

  • Our clients should benefit from our shared experience – this means that we work as a team. Each client has a lead advisor but the team share the work meaning we all understand our clients really well.

  • In being independent – this ensures our clients get the advice that is right for them. TRH has no ties to any investment house, bank or insurance company.

  • In being contactable - there is no limit on the number of phone calls, meetings or discussions a client can have with TRH. Clients can reach us at all reasonable times with access to our direct dial telephone and mobile numbers.

  • That the only people who should pay us are our clients – for this reason we are “fee only”. We do not take commissions from third parties.

  • In creating and maintaining an environment that supports learning and personal development - this is one of the reasons we have been accredited as a firm of Chartered Financial Planners by the CII and are an Accredited Financial Planning Firm as awarded by the Institute of Financial Planning.

  • That our clients should enjoy their financial planning experience.

  • We are good at what we do.

Most importantly we really enjoy our work and like and admire our clients.

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