There are many reasons why our clients choose to work with us and why they’re willing to recommend us to family, friends and colleagues.
We are Financial Planners
We work differently from the way some independent Financial Planners do. As Financial Planners, we are less concerned with your money and more concerned with you; your goals and objectives for the future.
We are experts
Our Financial Planners, Paul and Kyle, are dedicated to developing their knowledge and expertise. Paul is a chartered adviser (CISI) having worked within the profession for over 25 years. Kyle, is fully qualified (dip.PFS) and they both are required to maintain their knowledge through Continuing Professional Development programmes with their professional bodies (CISI & CII) . You can be very sure that the information and advice provided is up-to-date and current on various aspects of your financial planning needs, including Pensions, Investments , Mortgages and Equity Release.
We are independent
As an independent firm, we have the freedom to choose financial products and providers from the entire market. That means that we work exclusively for you; we find the most effective solutions for your unique needs.
We are accessible
No matter where you’re located, our financial planning can help you. With clients across the country, as well as the ability to conduct your meetings via video call, your location doesn’t have to hinder your retirement plans.
We are regulated
We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register here.
What is financial planning?
Financial planning is much more than pensions, investments and financial products. It’s different from traditional financial advice which can sometimes focus on your money and investment performance. We’re here to focus on you.
Financial planning looks at the bigger picture, at your life as a whole and your long-term plan for the future.
Rather than us tell you about how you can benefit from our services. Some of our clients have been kind enough to share their stories about how our financial planning work has impacted and changed their lives.View all