Our vision is embedded in the business – in our culture, values and behaviours. By clearly articulating this vision, we achieve a greater shared focus and enable our people to see how their day-to-day work aligns with our overall aims.
Our vision is to:
continue to be a leading independent provider of a range of financial services, with a specific focus on our core market of private clients and their business interests
manage business risk to ensure that the interests of our clients continue to be at the forefront of everything we do
be respected for the quality of our client service and trusted adviser approach
be known for the depth and breadth of our service offering, with a national presence around the UK and international reach through Nexia International
generate returns to sustain and grow the business by putting clients at the centre of our business
foster an environment that develops, motivates and retains our people, and enables clients to receive suitable, professional advice and continuity from their individual adviser
reward our key stakeholders – staff, partners and shareholders – while putting our clients’ best interests first
ensure that current employees and partners who share our culture and values can build an ownership stake in the business, and that former employees and partners can retain an interest.
Culture and values
It’s not just what we do that matters, it’s how we do it. Our culture is about working together in the best interests of our clients.
View our board of directors
We have a rich history of building long-term relationships with our clients. Many of them have been with us for generations.