What makes us different?
We are a multi-award winning, lifestyle-based firm of Chartered Financial Planners who are focused on your financial success. Your goals and aspirations are at the heart of what we do.
Expert financial advice
We’re proud to be Chartered
Our team are experts at what they do and we’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). This is the ‘gold standard’ of financial planning and positions us amongst the UK’s leading practices.
Advice you trust
We’re an award-winning team
We’re 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 Platt’s book, Retireability, which helps people transition from work to retirement.
Our awards Retireability97
%
of business owners would recommend our services
88
%
were very satisfied that we understood their life goals
100
%
believe working with us has helped achieve their financial goals
Meet our team
We’re a boutique firm
Each planner only works with a handful of clients at any time so you’re getting a dedicated service. You’ll 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. You’ll 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. You’ll always find a high level of comprehensiveness within everything we do.
How we work
Our Financialsense® process
The Financialsense® 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.
Our Value Guarantee
Getting much more for your money
We pride ourselves in doing far more than just portfolio management and being ‘the pensions and/or the tax adviser’. Our Financialsense® programme is designed to provide more service, care and attention, resulting in far more value than typical advisory or wealth management fees will deliver – that is our value guarantee.
Meet our clients