A personal service – You will be an Ironbark client and will never be passed onto a call centre or other employees; it will be very much a personal relationship tailored to you. We promise to return all calls and emails within 48 hours.
Regular review meetings – These can be as frequent or as infrequent as you like, we think that meeting twice a year is ideal in order to review your plans to ensure that they are on track and that your planning is reflective of changes in both your personal circumstances and the economic and legislative landscape.
Less hassle – We deal with busy people who do not have the time or the inclination to be dealing with their finances as much as they know they ought to be. We will offer clear, concise recommendations and explain your options. Once some joint decisions have been made, this will give you time back to allow you to concentrate on your work and personal life.
Professional advice to the highest standard – We would never give advice to a client that we wouldn’t follow ourselves. Ironbark’s advice is guaranteed by St. James's Place. Nicholas is a chartered financial planner which is the highest qualification in the industry.
You’re firmly in the driving seat – Our ultimate role is to help you make the best decisions and to do this we will ensure you have all the relevant information. Once armed with this information, you can take the decisions that you feel will add the most tangible value to your own circumstances.