What we do
Money talks
But it doesn’t listen. We do.
Our Independent Financial Advisers provide lifestyle financial planning services shaped around your life and your goals.
What we do for each client will be unique to your individual objectives, challenges and aspirations. But it may include:
- Financial independence planning
- Retirement planning
- School fees planning
- Investment management
- Tax planning
- Cash flow modelling
- Financial protection planning
- Mortgage planning
- Legacy planning
We believe that by looking at the full picture of your finances in this way, and by placing them in the context of your own specific lifestyle and long-term goals, you can achieve better outcomes. What's more, working in this way, we make sure that nothing is left to chance.
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.