PEOPLE FIRST
…ALWAYS
Helping you to make the sound financial decisions to let you live the life you want.
A COLLECTION OF WEALTH GUIDES…
…to help you discover the choices you can make about the things that matter to you. Sign up for a free download.
LISTEN. EXPLORE. ACTION.
Trust has to be earned and takes time. We have lots of time for our clients: time to learn, time to understand and time to share our knowledge and experience. We take the time to develop a deeper relationship and build trust… with people like you.
WHAT MAKES YOU TICK?
Our first conversation is all about YOU. It’s a conversation about your values, your principles, your hopes and aspirations; it is definitely not a conversation focused on money.
CHALLENGING QUESTIONS
We will ask you challenging questions to make you think about what brought you to where you are today and what are your hopes and dreams for the future. We try to understand your feelings towards money and what you want the rest of your life to look like.
LOVE YOUR LIFE
You can trust in our understanding and collective expertise to support the decisions that will take you to where you want to be by removing the stresses and strains of looking after your wealth so that you can do what you do best…love the life you have created and live it to the full.
standard for fiduciary distinction.” PRESS RELEASE
HOW CAN A FINANCIAL PLANNER HELP YOU?
If you are considering working with a financial planner visit our YouTube channel to discover useful content on planning and investment topics.
SOME OF OUR MOST POPULAR PUBLICATIONS
FOCUS ON…OUR INVESTMENT PHILOSOPHY
Wealth Extras
SIX KEY VALUES THAT FINANCIAL PLANNERS PROVIDE
Wealth Extras
TRUE WEALTH IS ABOUT MORE THAN MONEY
Financial independence, tax planning, pension issues, wealth preservation, estate planning…
we unravel the complexity and develop a plan for you that will deliver achievable outcomes to meet your individual needs.
PEOPLE LIKE YOU
Are you looking for a long-term relationship with a trusted adviser who will focus on solutions and issues that matter to you, provide help with the decisions you need to make and give you peace of mind about your wealth? We already work with people like you…
TAKING THE FIRST STEP
It is up to you to take the first step on to the road to achieving true wealth. From the moment you walk through our door you will have access to a qualified and talented team of individuals with a clear view of how to provide the best possible results for you.
BUILDING RELATIONSHIPS
Your relationship with us is unique. If you are confident that you are being well looked after, you will have the time and space to concentrate on all the other important aspects of your life: your family, your interests, your work, YOU.
LISTENING TO YOU
From the first time we hear from you we are listening.
BUILDING TRUST
Finding out about one another and building trust takes time. We make the time.
UNDERSTANDING YOU
You want to make great choices. Understanding who you are will help us to help you with those choices.
CREATING A PATHWAY
Achieving your goals is easier when you have a path to follow. An outstanding team of focused individuals will provide the route you need.
LOVING YOUR LIFE
Once you have the trust and freedom of a sound plan and deeper understanding, living the life you have created to the full will be much easier.
ACHIEVING YOUR GOALS
Having the trust and confidence in our understanding and collective expertise to support you will take you to where you want to be.
DISCOVER MORE ABOUT PEOPLE LIKE YOU
Take a look at some of the issues where we have helped. They may sound rather familiar.
A busy DIY investor who wants to get his life back.
Getting financially organised and knowing who to call in a disaster.
WE ARE AN ACCREDITED FINANCIAL PLANNING FIRM (AFPF)
This means we are independent. We demonstrate excellence in everything we do and deliver the ultimate in professionalism through the calibre of service we provide. Accredited Financial Planning Firms must meet strict criteria, abide by a code of ethics and practice standards of their professional body, and demonstrate the highest standards of Financial Planning practice.
£250 m+
under management
60 +
years of planning experience
100 s
of client meetings
1,000 s
of cups of coffee
SHOWCASE OF OUR WEALTH GUIDES
A GUIDE TO HELP YOU.
Are you planning for the future? Retirement? Or simply want to know more about financial planning or investment? Download one of our guides to find out more.
AVAILABILITY
Our thoughtfully prepared guides are packed with useful information and things you didn’t know you didn’t know. Subscribe now and access all areas.
