chartered financial planner

professional partners

Our services inevitably call upon the support from other professionals as part of the planning
process and we are eager to work with like minded firms to assist our existing clients. Equally,
we are willing to share our knowledge and expertise with clients of your firm ensuring that they
are offered the best advice available.

Like you, Sigma is fee based rather than being remunerated by opaque commission structures.
This ensures charging transparency and helps assure your clients that we are effecting planning
for the benefit of them rather than how much commission a product pays.

As an independent firm not controlled or owned by an existing solicitor or accountancy practice
we normally work with a panel of other firms each with a particular area of expertise. If you
would like discuss working with us and the benefits your firm can offer, please contact us.

For more information about Sigma or any of our services call: 01565 653550

news

Sigma welcome a new Client Manager to the team

Honorata Poole has become Sigma's latest member of the Client Management team.  Honor brings a wealth of experience from her employment with other local firms in the area and is relishing the challenge of assisting Sigma with its development plans.  Welcome on board Honor...

For a FREE
initial meeting, please call

01565 653550