Saracens Advice Philosophy
We are strong believers that planners should be remunerated for
tailored strategic advice that is not influenced and tainted by
product manufacturers or product sales.
With our client focused values, we believe in value driven, long
term, relationship style financial planning which allows us to
truly understand the needs and priorities of our successful
Our strategic focused advice is designed in the best interest of
our partnered clients offering sound, meaningful and relevant
Our boutique sized practice gives significant added advantage
for our selected clientele and planners who are best placed to
build successful long term relationships with our partnered
clients. Our practice size truly allows us to understand a
partnered clients financial needs in detail and which objectives
are most important to them.
We believe that planners should focus on their core competencies
which are what they do best and outsource their non-core
competencies to experts in their respective fields.
This ensures our partners receive 'best of breed' advice across
all areas of their financial situation.