Our approach
Just as in sport, we look to excel in everything we do. Our financial planning approach is simple and straightforward, focusing on you and your goals.
Our approach
Just as in sport, we look to excel in everything we do. Our financial planning approach is simple and straightforward, focusing on you and your goals.
We understand the world of sport - both the highs and the lows.
As former professional footballers, we have first-hand experience of the financial challenges that you’ll face throughout your career.
We know how the industry works, and we have the connections to the right people that will help you to make the most of your money.
We understand the importance of those individuals around you and the role they play as your trusted advisers, we work with many different agents, intermediaries and other professional advisers so are comfortable communicating with your wider team. We can also help introduce you to other professionals, legal and accounting services if you need support.
As former professional footballers, we have first-hand experience of the financial challenges that you’ll face throughout your career.
We know how the industry works, and we have the connections to the right people that will help you to make the most of your money.
We understand the importance of those individuals around you and the role they play as your trusted advisers, we work with many different agents, intermediaries and other professional advisers so are comfortable communicating with your wider team. We can also help introduce you to other professionals, legal and accounting services if you need support.
We’ll always start with you: what do you want to achieve with your money? From there, we’ll design a bespoke financial plan with you in mind.
We’ll explain things clearly and simply without getting bogged down in the detail, so you can focus on your career without having to worry about your money.
We take a holistic approach to financial advice; gaining a complete understanding of your needs and building a robust strategy to help you achieve your goals for your future. To date, we have invested hundreds of millions of funds – a testament to the trust our clients place in us.
You will benefit from our experienced and astute investment committee, comprising a panel of Chartered advisers and investment specialists. Bringing more than 200 years of cumulative experience to the table, they are best placed to implement tailored investment portfolios for a variety of risk requirements.
We can support you and your family through every stage of your journey, including planning for the end of your career. Whether it is advising on a strategy to fund your lifestyle once you’re no longer playing or helping you effectively plan your cashflow now, our team will support you through the decision-making and beyond.
We understand the pressures you are under throughout your career and will build a relationship with you to support you through the highs and lows.
Our fees are transparent and uncomplicated, there is no charge until you are certain we can add value to your financial arrangements. All fees are agreed prior to any work taking place.
We are here for the long term, we want to support you in your playing career and beyond, our success is built on long term relationships.
