What makes us different?
We are motivated
By transformations, not transactions.
We are a firm built around empowerment.
Our aim is to enable you to take control of your life, your career and your future. We will work with you to build a financial plan that acts as a roadmap to your goals. With our ongoing support and….
Creating and protecting clients’ money is what we do, but it isn’t our motivation for doing it. Our motivation is making our clients’ lives better.
We make a difference
We focus on what matters
We purposely employ a laser focus on our clients’ objectives. Everything we do starts and ends with what you want to achieve in life. The pounds and pence come later.
We make things clear
We subscribe to the Albert Einstein approach to complicated things: “If you can’t explain them simply, you don’t understand them well enough.” We apply it to our fees and our advice.
Sector expertise
We realised a while ago that it’s far better to do a few things really well than try to be experts at everything. We focus on working with clients whose challenges we really understand.
Investment confidence
We leave no stone unturned in our professional stewardship of your money. Our strength in this area, coupled with our evidence-based approach, means we’re confident that you’ll feel confident.
We love what we do
Creating and protecting clients’ money is what we do, but it isn’t our motivation. Our motivation is making our clients’ lives better. And we’re very good at getting things done.
Our clients look forward to meeting with us
It’s the client feedback we’re most proud of. We like to think it’s because our clients find us easy to get along with. And not just because we serve really good coffee.
Our clients
We have particular expertise working with entrepreneurs and senior executives within the following sectors:
Client stories
Peter
Technology
Our conversations centred around what I wanted to achieve, and it then became about working out how I’d get that. My goal was financial freedom. I didn’t have that when we first met, but I’m glad to say, I do now.
Julie
Pharmaceutical
I met Nick a few years ago, via an introduction from a close friend. I was at the stage in my life where I really needed to think more strategically about my finances, and planning for the future and ultimately my retirement.
Susan
Law
I know that I am in good hands and that my finances are being looked after by someone I trust which gives me huge peace of mind. What I particularly value is the care that Paul gives – he is proactive, responsive and always makes time to listen and explain everything really clearly.
Jeremy
Technology
Having the financial part of my life squared away gave me the confidence I needed to start my own company. I wouldn't have had the confidence that I have the money, or the bandwidth to take this step otherwise.
Suzanne
Pharmaceutical
Paul has helped us plan for our children’s futures. He advised us on school fees, how to plan for our children going to university, and we’ve gone through all life scenarios and said, in each one, are we secure? What do we need to do to ensure we would be secure in that situation?
Contact us
If you would like to have a confidential discussion with no obligation about how we can help you then please get in touch.
