Why Choose an Independent Practice Over a Big National Firm?
Less scale, more substance.
If you’ve ever felt more like a policy number than a person you’re not alone.
Big financial firms are impressive. Glassy offices. Glossy brochures. A team of 72 handling "client experience". But beyond the branding and buzzwords, what you often get is process over people, volume over value, and advice that feels more generic than genuinely helpful.
Here’s why going smaller can mean getting a whole lot more.
You’re not just a line in a spreadsheet
At an Independent practice, your story actually matters. We don’t need a dashboard to remember your goals, your family’s names, or your experiences. We’re not working through a list of names. We’re working with you. Properly. Personally.
No shareholders. No sales targets. Just sound advice.
We’re not reporting to a boardroom in the City or chasing returns for investors on another continent. We answer to one group only - our clients. That means no forced product pushes, no hidden agendas, and no creeping fees to satisfy someone else. Just clear, fair, independent financial planning that puts you first.
Culture isn’t something we laminate — it’s something we live.
We don’t need a slide deck to remind us of our values. They’re baked into how we show up every day — with each other and with our clients. No HR handbooks, no trust falls, no corporate buzzwords. Just a simple rule: treat people properly.
Agility > bureaucracy
We don’t have a “change control committee”. We have a conversation. If something isn’t working for you or for us we fix it. Quickly. No red tape, no waiting games, no unnecessary noise. Just smart people solving real problems.
So why does this matter to you?
Because when it comes to something as personal and important as your financial future, you don’t want to be one of thousands. You want to be heard. Understood. Supported.
We’re not chasing scale. We’re building meaningful relationships. And that means taking the time to get to know you, your goals, your fears, and your big plans for the next chapter.
What we offer that they can’t:
Genuine relationships: Not ‘client journeys’. Real ones.
Clear advice, plain language: No jargon. No waffle.
Human-first service: No call centres. No “we’ll get back to you in five working days”. Just people, here to help.
Focused expertise: We know who we work best with and we don’t try to be everything to everyone.
Transparent pricing: No smoke, no mirrors, and certainly no “platform arbitrage”.
Final thought: Choose trust, not turnover
Big firms may be focused on growth, but we’re focused on better outcomes for you. We believe that when you concentrate on doing what’s right rather than what’s most profitable, the rewards naturally follow: loyalty, referrals, and a reputation you can truly be proud of.
If you’re tired of feeling like just another number, why not have a chat with a firm that values keeping things personal?
In a landscape dominated by scale-ups, roll-ups, and automated advice, the personal touch of an Independent practice often makes all the difference.