Who we are and why we’re different

Independent financial planning and investment advice you can trust.


Our independent financial planning philosophy is simple. It’s about you, understanding what is important about money to you and what you want to achieve out of your life. We understand that your money is simply the tool that enables you to live the life you want.

Our passion is providing you with professional advice, with a personal touch. We are here to support you for the long run and are proud to have developed long lasting relationships with our clients.

Our principle is that honesty, integrity and transparency are key to providing truly independent financial advice you can trust.

We believe our culture and the way we work sets us apart.

We’re living room, not board room

It all begins with a straightforward chat, often in the comfort of your own home over a cup of tea. Our first meeting is when we start getting to know you and what you want to achieve. It’s a chance for you to find out more about us and how we can help you live the life you want.

From there we’ll go into more detail to establish a clear picture of you and your circumstances. You’ll start to see your finances in a new light, with real clarity. With full understanding of your financial situation and a clear view of what you would like your future to look like, we can then start on the planning phase. You’ll have your goal in sight and the plan to provide the means to get there.

Throughout the process our role is to act as your financial mentor, guiding you through every stage to ensure that you have full knowledge to enable you to make the decisions you need. You can be reassured that we’re here to support you over the years to come, to make sure that your plans stay on track.

See more about the six key stages to effective financial planning.

For independent financial planning and advice from people who care, call us today on 01923 270036.