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Your Journey, Our Expertise

Find out what is possible with your money

Who we are

We are a fully independent Chartered financial planning and wealth management firm with offices in Surrey and Somerset. With our roots dating back to 1988, we offer the breadth of experience and capabilities of a large city firm but with the tailored, attentive and personalised service you would expect from a smaller company.

Our focus is understanding your journey and where you want to be. We get to know your lifestyle, goals and values, so that we can deliver a comprehensive financial plan to allow you to get there. By helping you take care of what is important, you can focus on what matters most to you.

Find out more in our video about how we can help you on your financial journey today.

Who we help

Individuals and Families

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Business Owners/ Directors

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Pre-Retirement

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Retirement

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Women in Transition

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Our Approach

Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps

Discover

We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.

Develop

Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its parts”.

Deliver

Life never stands still for long. The best financial plans are designed to carry an element of flexibility so that if your long-term goals need to change, so can your plan. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.

We’re here for the whole journey

Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.

Chartered Status

Did you know that not all firms hold Chartered Status? We’re proud of our awarded status as Chartered Financial Planners. For us, it is so much more than a badge or an acknowledgement of exams passed. As a Chartered Firm, we are committed to a strict code of ethics and professional standards. Our Chartered badge proudly tells you that we have made a public commitment to putting you first.

Independent Financial Planner

We are completely independent, impartial and unbiased. This means that we truly work for you and with your best interests in mind at all times, giving you the best financial advice, considering the whole market and not influenced by any providers or other interested parties.

Client Forum

We don’t just pay lip service to listening to what our clients want. We regularly hold Client Forums throughout the year to truly understand how we can best serve our clients. We listen to what’s working and if something needs to be changed to make us better financial advisors, we make it happen. It is our mission to not only improve, but excel in what we do for our clients.

The Financial Vulnerability Taskforce

The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability. It will act as an informed source of positive influence on both policy makers, professionals and the general public alike. In doing so, we hope that professionals working across the Personal Finance Sector are increasingly seen as a ‘safe pair of hands’, especially by those who find themselves in vulnerable circumstances.

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