Why choose us?

We’re certainly not superheroes, but we will become your financial guardians.

We’re Chartered

Not all financial planners hold Chartered status so it’s something we are immensely proud of. We’re committed to reinforcing the highest standards of professional practice in our business

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We’re independent

Our financial planners aren’t tied to certain products, they are truly independent and will only recommend products which are best for your specific needs. We’ll always look at the big picture and base our advice on that.

We have a whole lot of history

Our story is important to us and we’re proud of how 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.

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We’re Top Rated

We’re proud 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.

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.

We’re lifestyle financial planners

We’ll get you talking about how you’ve got to where you are and what you’d like to achieve going forward. We’ll visualise and set objectives, and then put a plan in place using cashflow modelling.

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Our clients stick with us

If you need reassurance that you’re making the right decision, then just look at what our clients have to say below and see how long they have trusted what we do. We’re here to put you first.

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We’re backed by a strong team

From the first day you work with us, the strength of our team will be evident. We have long-standing staff and a fantastic support team who is committed to the business. We continue to invest in our staff and their development.

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We don’t sell products

Unlike some financial advisers, we’re not here to reel off a long list of products that we want you to buy. We truly care about your aspirations in life and build a plan around those instead.

The products we recommend are just the final piece of your bespoke financial plan.

We’ll challenge you

Our planners are honest in everything they recommend and won’t hesitate to challenge you to provide the best outcome.

We don’t take orders, we believe in our planning process.

We take your wellbeing seriously

As a member of the Initiative for Financial Wellbeing, we are focused on improving our client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier.