Our objective is to dramatically increase the probability you will achieve your goals. Strategic financial advice from C2C Partners allows you to act decisively and stay on course. Free up your time to focus on matters most to you. As a fee-based boutique advisory firm, we’re evidence-based, impartial, unbiased and experienced. We’re also unashamedly committed to sustainable investment as the basis for our advice. We provide a range of strategic advice and integrated financial solutions built on three key principles:
We help people and their families achieve their goals, especially those going through transition – unexpected wealth such as an inheritance, transitioning to retirement, and sale of a business, helping them navigate their way to clarity and confidence1.
Mark Holtom, C2C Financial Planner, shares a client experience where he helped them to navigate the stress and loss of a loved one.
Success as an investor starts with the key questions of why, what, where, when and how.
Recently, one of America’s largest life insurers (New York Life) did a survey of over 2,000 people to find out what they considered to be their largest financial mistakes, and how long it took to recover from them.
The investment industry is responding, first with a much-improved range of products and more latterly with simple ways for people to find out more.
Rob and Mary