At Strachan & Windram, of course we offer the wide range of products that are available from any IFA, however it is the way in which we partner with our clients that makes us truly different. We take a consultative, detailed and personal approach and combine this with a unique software analysis package to form a wealth creation strategy that will last our clients a lifetime.
Our unique software combines all the variables of our clients' financial situation and uses this information to accurately provide their ‘personal cash flow forecast' over extended periods. Only once we have this clear picture of our clients' requirements do we believe that it is possible to provide them with the products and investment strategy necessary to secure their financial future.
This ongoing, personal relationship ensures that should a client's situation change we can provide revised projections and modify their strategy accordingly. This close relationship means that many of our clients see us as their friend and personal finance director!
Why not have a look through the services section of this website to find out how Strachan & Windram could help you.
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