About us

We are Chartered financial planners helping our clients on their financial journey

About us

Established in 2001, we are a local Hertford business you can trust. We are immensely proud to be Chartered financial planners who offer independent advice to clients from all walks of life.

We don’t see our journey together as a short-term solution. It’s called a journey for a reason and that’s because we’re here to help people achieve a lifestyle, whether that’s now or in the future.

We provide a truly all-encompassing service that takes into consideration every aspect of your life, present and future, and ensures you and your family are well looked after.

We’re Chartered financial planners

Only a minority of firms hold this exclusive Chartered status so it’s something we are immensely proud of, and it sets us apart from the rest.

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We're a Top Rated Firm for the third time!

We’re proud to have been included in the 2025 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 third consecutive year, and we are incredibly proud of this achievement.

Even better, not only have we qualified as a Top Rated Firm, but every one of our planners has also qualified as a Top Rated Adviser.

Recognised for Excellence – A Shortlisting Made Possible by You!

We are proud to have been shortlisted for four categories at the inaugural VouchedFor Awards — Client Trust, Client Communications, Client Care, and Firm of the Year (Small Financial Adviser). This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review.

Being shortlisted for these awards reflects our unwavering commitment to client-focused financial planning, where your goals, needs, and lifestyle remain at the heart of everything we do.

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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Alison Fry

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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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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Our history

We’ve gone from strength to strength since the business began in 2001. Our proven history and super track record also bring a sense of trust.

Our history dates back to the late 80s when Scott served as an apprentice to Gerald Pepper, with Simon joining him a few years later. Fast forward to today, and the two are at the helm of the business.

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