Being ‘Alternative’

Every business spends most of its time trying to convince you they are different from their peers, frankly we want you to believe the same. How can everyone be different? How can everyone offer the best service, the best products, the best experience?

They can’t.

The likely reason you are here is because you were referred to us, want to see if we are a legitimate firm, and browsing our website to see if our views align with yours.

Below are a few examples of our beliefs; what we think sets us apart from others in the investment and insurance world.

OUr goals are the same:

Financial Value places value in a Goals oriented approach to your financial planning. We want to know what you want, we need to know what you want for your future and we want to help you set sustainable and achievable long term goals by ensuring our short - medium term goals lead you to your hopes and dreams.

educational value

A firms value isn’t just placed in tangible products and advice. We can recommend a vast array of ideas and concepts, but that doesn’t help you understand what we are providing.

Truly understanding the value of financial literacy is more important than ever.

A lack of education only provides comfort and sustenance to ignorance.

Join us to turn “uhhh” into “uh-huh!”

Fee-ture comforts

The last decade has seen the rise in the “fee based” conversation.

We are not selling shoes, here; best price doesn’t equate to best product. Regardless of the situation, you are going to pay a fee.

Is paying less worth it?

Financial Value is paramount, and not just a clever name.