Prospective new clients
We mainly work with business owners and professionals who are planning for their retirement. Most of our clients come to us because they are looking for a professional adviser they can trust, and who can help them take control of their financial future.
You might be surprised to find that our objective is rarely to help our clients make as much money as possible. We prefer to focus on understanding their goals, ensuring they are realistic, and ultimately helping them to achieve them.
A relationship built on trust and straight talking
At Sheraton Financial Planning we’re pretty straight forward. Our core values are honesty, integrity and straight talking. We like to build ongoing business relationships that deliver value for money for our clients, and where we can really make a difference to their future plans.
No obligation discovery meeting
We always hold a discovery meeting with any prospective client. We think this is important as it gives you, and us, the opportunity to find out more about each other, and check we’re the right type of adviser for you. This meeting costs you nothing, and there is no obligation to use our service. Equally, if we think we can’t deliver you value for money, then we will tell you that up-front.
We can do business any time, and anywhere
We’re based in Portsmouth, but we work with clients from across the UK. We’ve invested in software that means you have access to your investments 24/7, and we’re happy to conduct meetings over the internet, at our office, or the Institute of Directors in London. Whatever works best for you?