"Toby listens and it all comes down to that. That way he can give better advice."
Jonathan Atherton
"Toby listens to care, he cares about us and what we do."
Margot Goldner
"Toby took time to listen and was good at hearing what I said."
Okey Steuber
A brief introduction
When we work together it’ll all be about you, not me, but nobody really wants to deal with a stranger, do they? So here’s a little about me just to set the scene and give you peace of mind regarding whether I’m the right adviser for you.
If you’d like to chat further, I’d be delighted to hear from you and answer any of your questions.
What I offer
Clarity: Our relationship begins with a conversation by phone and then an initial meeting to decide whether we like each other and it’s clear I can help you.
Comprehension: Together we can gain clarity about your whole financial position and we can start setting some parameters for our relationship.
Choice: My intent is to widen your choices by giving you full knowledge of what you can do.
Control: To achieve the greatest possibility of success, your financial resources need to be organised in support of your life goals.
Confidence: I’d like you to live from year to year having confidence in me to help you achieve what you want from life.
“Toby is a good listener and I noticed straight away that this is a big plus point in the relationship. I was quick to understand the level of knowledge needed and because Toby listened well, he engaged with what I wanted. Toby then came to my house and met my wife and did an assessment of my and Lucy’s attitude to risk. We had regular meetings and set up our investment. The relationship has gone very well. Toby doesn’t bother me if there is no need. I always feel he’s available if I need him.”
“I’ve had far better implementation dealing with Toby that I’ve previously had if I’ve been speaking to someone else. I’ve always been wary of consultants and would put financial advisers in the same bracket. Toby listens and it all comes down to that. [By listening] he can give better advice.”
"There is nothing that Toby wouldn’t help me with and he makes it seem easy. The fact I feel like the only client at the time speaks volumes. I’m worry free. Toby takes the worry out of all of it. In my situation, I could not ask for anything more."
“Toby was very keen about meeting people face to face to get to know me. I was moving around and had no fixed accommodation. He took time to listen and was good at hearing what I said. I was happy to let him get on with it."
Investment Philosophy Heading
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