Why choose us
Making the decision to seek help with your finances isn’t something you do lightly. You’ll want to know that the firm you choose to work with will be a good fit for your needs - so here are some of the reasons why we think we’ll do just that.
We listen
We take the time to truly get to know you and understand your desires, dreams and aspirations before we start talking about money. We put your values first, and as a Registered Life Planner, Angus is specially trained to help you unearth what’s most important.
We understand
Specifically, we understand what it means to go through life-changing experiences. While ours won’t necessarily look the same as yours (unless you’ve been a sheep shearer-turned-financial planner too!), we understand the importance/significance and the need to have someone in your corner to guide you.
We asked our clients what they thought the biggest benefit of working with us was. They said…
Providing a safe pair of hands
Support and assistance in meeting my financial goals
Confidence and trust
Peace of mind for my financial security
The knowledge you have and provide me with
Having everything under one roof
0%
of our clients think that working with us has helped or will help them achieve their financial goals.
0%
of our clients said they were satisfied that we understand their needs, objectives and goals.
0%
of our clients would recommend us to their friends or family – and all said they have done so already!
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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