We take our time to understand and correctly identify your individual financial goals, so we can put in place a structured but flexible approach to improve financial stability and prosperity. Ours isn’t a ‘sign the papers and bye-bye’ business. We aim to play the long game, provide on-going reviews as your circumstances change over time and make suitable recommendations when required.
We’re about individuality, and a very personal service so we’re available to talk, almost anytime. Meetings are scheduled to suit you, daytime or evening, before, during or after work, your home, our offices or Caffe Nero – whatever works for you.
We don’t charge for initial client appointments, which doesn’t impact on products or services recommended to our clients.
Clarity of information means all aspects of our advice are always fully discussed. As much time as you need is taken to make sure you completely understand and are comfortable with every detail along the way.
Client confidence depends on us fulfilling expectations and this is central to our business practice. We advertise our services accurately, clearly and fairly.
Frog’s a local company, working with and within the local community so our reputation is solidly built on the satisfaction of our clients and our business has grown significantly through word of mouth and most of all, client recommendation.
Our role is to provide you, our clients, specialist advice. We are dedicated to helping you make informed choices.