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
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.
We’re Top Rated
We’re proud to have been included in the 2023 VouchedFor Top Rated guide. VouchedFor, a site similar to Tripadvisor but for financial services, release their guide every year to identify the best of the best in financial services.
To be included is a huge honour and we’re delighted to have been included.
But, don’t just take our word for it! Just take a look at some of our 5-star reviews on VouchedFor, awarded entirely by our clients. Our planners have even achieved the VouchedFor Certificate of Excellence based on our client ratings.
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.
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.
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.
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.
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.