In 1981 the investing public was far less sophisticated than it is today on the issue of personal finance and investment.
So Porter Brown was set up to advise on the best way to invest lump sums for income, growth or a mixture of both.
In 1981 standards were higher. Today, Porter Brown is regarded as old fashioned. Why? Because we refuse to lower our standards.
So, in the same sense of 'standards', we are proud to be old fashioned. But whilst we like to stay correct, we don't stand still.
Do you understand fully each of the following:
Where we are forced into jargon (sometimes inevitable) we will always explain.
We never lose sight of the fact that it is your money. If you have unrealistic objectives, we will tell you even if this means losing business. For example, investing simultaneously for maximum income and maximum growth is not realistic.
Wherever possible, and without causing offence, we do endeavour to lighten this normally boring subject matter. Even if it does mean being politically incorrect . . .
- To advise to a standard we ourselves would like to receive.
- To offer advice based on what we genuinely believe we would do in your shoes.
- Categorically no sales pressure.
You appreciate we cannot advise without understanding your objectives. Equally, therefore, we believe you should understand ours:
- Demonstrate that we have integrity and professionalism.
- Build a long term relationship based on mutual trust and understanding.
If you identify with any or all of the above, choose your area of interest to learn more about how we can help.
To find out WHAT WE DO click HERE
