How We Work With You

The Planning Process

Information Gathering & Goal Setting

Assessing Your Financial Information

Terms of Engagement

Statement of Advice



Why Choose Us

  • Integrity—we respect the trust our clients place in us and their financial goals are our number one priority.
  • Experience—we have more than 30 years’ experience in financial services. Our experience is your gain.
  • Professionalism—we are committed to the highest level of technical skills and ethical standards.
  • Clarity—financial advice is often intimidating; we provide clarity and simplicity to your plan.
  • Results Driven—we feel privileged to have you as our client and we strive for the best results for you.
  • Relationship—we spend time with our clients so we know what is important to them.
  • Teamwork—the whole team at Saracens is committed to assisting you in achieving your goals.
  • Available for You—we are committed to always making ourselves available to you and your needs.

Want more information?

Close Menu