If you’re unsure of what to look for in a financial professional, it can be a daunting decision-making process.
We believe we offer advice and service that sets us apart from the crowd and makes a real, tangible difference to the lives of those we work with.
We’re financial planners, not just advisers
As Financial Planners, we help you make sensible decisions about money that can help you achieve your goals in life. We don’t focus on products and providers; our clients always come first. Our service isn’t a quick, one-off fix either. We believe in building lifelong relationships that keep you on the right track to achieving every goal you have.
We offer an independent, bespoke service
Because we are independent and privately owned by our directors, we aren’t subject to influence from external parties. Our advice is therefore totally impartial and the solutions we recommend to you are completely bespoke; selected solely for the purpose of you, your family and your goals.
We’re run by a Chartered Financial Planner
In 2014, our Financial Planner Stephen was awarded the prestigious and exclusive title of Chartered Financial Planner. The title is the highest accolade within financial planning and widely accepted as the gold standard qualification for professional financial advisers in the UK.
We’re here to listen, not just advise
A big part of our service is helping clients to understand and articulate what it is they really want from life; something you might not initially expect from a financial professional! Through relaxed conversation, we’ll help you to piece together the goals you have for your life; even if you don’t know what they are right at this moment.
We provide support to people from different walks of life, but we have specific expertise in helping business owners, people approaching retirement, and those who have already retired. You can learn more about how we can help you here.
We’re regulated and trustworthy
In an age of financial scams, it’s important to ensure you work with a regulated firm. We are authorised and regulated by the Financial Conduct Authority, and you can find us on the FCA register by clicking here.