Start your financial journey the right way

We are Chartered financial planners helping people to navigate life one step at a time

About us

Based in Hertford, we’re independent financial planners making a real difference to people’s lives. Your journey matters just as much as the goal, and we look into your past, present and future to understand where you want to be. We’re not here to sell you products and leave, we’re in this for the long run.

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We’re Top Rated

We’re delighted to have been included in the 2024 VouchedFor Top Rated Guide. VouchedFor, a site similar to Tripadvisor but for financial services, releases its guide every year to identify the best of the best in financial services.

It is a tremendous honour to be included in the guide for the second consecutive year, and we are incredibly proud of this achievement.

What’s keeping you up at night?

Do you find yourself relating to one or more of these life questions? If so, we’ve got the expertise to help you on your financial journey…

Our clients have spoken

Delivering outstanding service is at the heart of everything we do, and we’ve been overwhelmed by the positive feedback we’ve received.

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97

of our clients would recommend us to family, friends and colleagues

99

believe working with us has helped or will help them to achieve their financial goals and aspirations

94

were very satisfied that we understood their needs, goals and aspirations

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Scott Shadwell

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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