Tom Frizzell founder & Private Client Director: I truly believe that this is a relationship business as well as an advice business.

Donald Tsang, financial adviser: My mother has been investing for many, many years – she’s a great investor. However, she always invested with the high street banks and every three or four years, she’d get a new adviser, she’d have to start building that relationship up again. Those relationships were not being formed and that was one of the key reasons why I became a financial adviser.

Tom Frizzell founder & Private Client Director: Setting up our own Practice was going to enable us to create those relationships with our clients – and we’re talking about twenty-plus year relationships so it’s not transactional.

Donald Tsang, financial adviser: I want to be there for the entirety of the lifetime of that relationship with the client, that’s really, really important to me.

Brett Gardner, financial adviser: Our value comes from being with our clients and working with our clients for the long-term and I think that sets us apart from everyone else.

Paul Scott, client & director Square4: The rollercoaster that is the economy can sometimes be quite emotional. I work in financial services myself so none of this is new to me, but I still really value the support that I get.

Holly Frizzell, managing director: Our clients have got to trust us, and they are going to know that when the worst happens, we’re going to be there. We understand what the goals are, we understand what they want their legacy to be and we’re going to be there to help them through those complex financial decisions.

Sarah Bull, client & director TARA Consulting: I’m a brilliant toxicologist but I know nothing about business, know nothing about finance. I just leave everything to my adviser Donald; I trust him implicitly.

Holly Frizzell, managing director: Our clients are really diverse, they’re all different and they have different needs and different wants. We’ve developed our team around that.

James Tilley, financial adviser: I come from the Royal Marines.

Kim Sprague, financial adviser: I am a trained yoga teacher.

Steve Ruane, financial adviser: I started at HSBC

Tasha Mulford, financial adviser: I spent six or seven years teaching at a local all-girls state secondary school

Holly Frizzell, managing director: We are a family-run business, and our team are really important to us. What we’re looking for is character – what our people believe in, their values, what gets them up in the morning.

Kim Sprague, financial adviser: No jargon, no judgement - they’re two of the things that probably put a lot of clients, particularly women, off getting financial advice. They think that they’ll be judged for their circumstances or the things that they’re doing or not doing.

Brett Gardner, financial adviser: In the initial meeting, it’s really important to connect on a personal level. I think that is where the trust is ultimately built, from the start.

Tasha Mulford, financial adviser: The clients that I tend to work best with are families, often families with children. I really like the idea of being able to help the whole family unit.

Kim Sprague, financial adviser: A lot of my clients are in what we call the accumulation stage of their life, so they are building wealth or have the opportunity to build wealth.

Holly Frizzell, managing director: We look after a lot of business owners – we are business owners, so we understand the pains that business owners have.

James Tilley, financial adviser: I’ve been through the journey, I understand the pain points and what struggles there are

Tasha Mulford, financial adviser: It’s so easy in today’s age just to think about what you want here and now and to forget that longer term they’ll be a point where we’re all not working anymore. So how do you plan for that. How do you save in the best way. Having someone there to remind you of the long-term plan is really important.

Holly Frizzell, managing director: It never ceases to amaze me when a client will say something to Tom like “Tom, I don’t know what to do, I’ve come to you, just help me, I trust you implicitly, just tell me what we need to do”. That faith and that trust from a client in Tom or any one of our advisers, is a big deal.

Donald Tsang, financial adviser: Let us find out about what’s important to you and let us demonstrate to you the added value that we can provide to you.