Investment advisory

Our goal is to help our clients build and manage wealth over a lifetime. We believe that the necessary foundation is a highly disciplined and cohesive financial strategy, and that belief is at the core of our investment advisory services.

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Financial planning

Self is an independent firm of Chartered Financial Planners. We earn money only from fees. Our sole allegiance is to our clients and our sole compensation comes from them…

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Estate planning

Success brings its own problems – and possibilities. Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family, not to create a burden.

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Investment AdvisoryOur goal is to help our clients build and manage wealth over a lifetime. We believe that the necessary foundation is a highly disciplined and cohesive financial strategy, and that belief is at the core of our investment advisory services. Above all, we are interested in investment that works.

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Financial PlanningSelf is an independent firm of Chartered Financial Planners. We earn money only from fees. Our sole allegiance is to our clients and our sole compensation comes from them. Such independence from brokerage firms, investment or insurance companies, banks or mutual fund companies helps us achieve real objectivity.

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Estate PlanningSuccess brings its own problems – and possibilities. Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family, not to create a burden. Sophisticated planning is needed, with decisions to be made on the transfer of assets as well as contingencies.

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Welcome to Self Advice

Chartered Financial Planners

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.
Our independence is vital to the way we do business. It ensures that your goals, aspirations and needs are at the centre of our thinking.

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