As recommended providers of Financial Advice to IPU Members, we understand there is competition in the marketplace to advise members of the pharmacy community and our clear advantage and distinctive offering along with our CFP® status which makes us highly qualified are that we devise a financial solution around you and your needs. With many other companies, they want to slot you into their rigid process and methodology to make administration cheap and simple. Unfortunately, this “one shoe fits all sizes” approach is a poor substitute for a bespoke financial plan tailored to your individual needs. We have grown our business steadily via word of mouth and referrals over the years because we stick to our core beliefs and treat each client based on their needs, not a streamlined process.
Along with providing core financial advice services to pharmacists on an individual level we also run events/seminars for IPU members. These events involve economic updates, tax briefings and market reviews/forecasts. Typically, we bring an economist to these briefings and have in the past brought Constantin Gurdgiev and Jim Power to speak to our clients. These are always very well attended and give our clients a distinct advantage when it comes to investments and business planning.