Why choose us?
We’re an independent firm of financial planners and investment managers. Our approach allows us to select the best in class for your specific objectives and make the most of what you have. We will do everything in our power to achieve your goal of financial freedom.
A seamless experience
Financial planning and investment management go hand in hand. Our joined-up approach is unique to a firm of our size. It’s not often you have your investment director and financial planner in the same meeting, but we make it happen to create a portfolio tailored to your objectives.
People over process
It’s our people who will help you overcome some of life’s greatest obstacles. We’re an accomplished team with many years of experience behind us and many years more to come. Our small size means we can do things differently and be nimbler and more proactive than others.
Driving better results
Technology does the heavy lifting for us behind the scenes. As well as using cashflow modelling to visualise your future, we have an app for you to use as part of our ongoing service. It shows transparency through the good and bad times and breakdowns of what you’ve got and how we charge.
Committed to clients
We have a lot of faith in our work, so we know what we’re good at and we stick to it. We have confidence in our approach, and we’ll never offer services we’re unsure about. This then ensures a top-notch service for our clients.
Here’s what we don’t do…
It’s easy to tell you all about the things we’ll do for you, but there are a few things we won’t do:
You won’t find us doing mortgages, equity release or defined benefit transfers. We can talk about them, but we won’t transact them.
One-off solutions aren’t our thing. We build ongoing relationships and believe it’s about the journey rather than the destination.
We don’t work with DIY investors. You need to be willing to completely delegate and hand over the keys.