Expert financial advice
Weâre proud to be Chartered
Our team are experts at what they do and weâre proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). This is the âgold standardâ of financial planning and positions us amongst the UKâs leading practices.
Advice you trust
Weâre an award-winning team
Weâre specialists at working with business owners and those approaching retirement, proven by the number of awards we have won in this area. Our reputation is cemented through Nick Plattâs book, Retireability, which helps people transition from work to retirement.
Our awards RetireabilityIn our recent survey of financial planning clients, we received the following feedbackâŚ
89
%
of respondents were very satisfied with the service and advice they received
95
%
believe that working with us has helped them achieve their financial goals
94
%
were happy with the communication we made between meetings.
*of the 65 who responded to the survey of 205 financial planning client families.
Meet our team
Weâre a boutique firm
Each planner only works with a handful of clients at any time so youâre getting a dedicated service. Youâll have your own experienced and highly qualified team of experts working with you from outset, including your own Chartered Financial Planner, a Client Service Specialist or Associate to get everything organised, and a technician. Youâll also have access to our professional alliances who are the best in their class.
We get to know you on a personal level and will be here to give you the attention you need. Youâll always find a high level of comprehensiveness within everything we do.
How we work
Our FinancialsenseÂŽ process
The FinancialsenseÂŽ Discovery Programme is how we begin the getting to know you process. It creates a financial plan which will address your immediate advice needs and design a strategy to achieve your objectives through the smart management of your money. Our mission is to help you live a better life.
Your journeyOur Value Guarantee
Getting much more for your money
We pride ourselves in doing far more than just portfolio management and being âthe pensions and/or the tax adviserâ. Our FinancialsenseÂŽ programme is designed to provide more service, care and attention, resulting in far more value than typical advisory or wealth management fees will deliver â that is our value guarantee.
Client stories