Why choose us

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.

Client Stories

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.

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Planning for retirement


client since 2017

" Without Paul’s advice, we’d have left our pensions where they were. We’ve become good friends with Paul as a result and have even recommended him to family and friends.

Already Retired


client since 2017

" Paul keeps me in check, he always creates a plan, giving me total confidence. This was certainly the case when we were budgeting for my son’s university in Switzerland.

Planning for retirement

North Yorkshire

client since 2000

" Working with Paul has always been a team effort. Our long-term relationship speaks volumes for the mutual respect that we have for each other

Planning for retirement


client since 2017

" Paul always provides multiple options when giving advice. He treats the money like it’s his own and will always be honest about what to do, where to invest and how.