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Learn more about working with us

Our videos will help you understand more about financial planning and how we help our clients.

We also explain more about the benefits of working with Chartered Financial Planners.

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What it means to be Chartered

We are proud to be a firm of Chartered Financial Planners. 

We firmly believe that Chartered status is the ‘gold standard’ of financial planning. It means we:

  • Have achieved the highest levels of technical and professional knowledge and competence through professional qualifications
  • Keep our knowledge and skills up to date through continuing professional development
  • Adhere to an ethical conduct, which could be enforced through disciplinary sanctions

It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

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About us

Discover more about us and how we help our clients meet their financial objectives.

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About you

Learn about the types of clients we work with and how financial planning helps them.

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Meet our team

Our Leicestershire-based team has many decades of combined experience.

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Client stories

Discover how financial planning has helped our clients meet their financial objectives.

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How our clients rate us

We regularly ask our clients about the service they receive from us. Here are the results...
What percentage of our clients are either satisfied, or very satisfied, with the service we provide?
98.55%
What percentage of our clients would recommend us to their friends, family and work colleagues?
97.30%
What percentage of our clients believe that taking financial advice has, or will, help them achieve their goals?
96.00%

What our clients say...

We are delighted that many of our clients have been kind enough to recommend our services.
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Meet our team

Jim Aitkenhead

Jim Aitkenhead

Chartered Financial Planner

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Alyson Hunter

Alyson Hunter

HR Director

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Alasdair Walker

Alasdair Walker

Chartered Financial Planner

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Rob Handford

Rob Handford

Chartered Financial Planner

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Dawn Haynes

Dawn Haynes

Office Manager

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Liz Taylor

Liz Taylor

Investment Administrator

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Carol Saunders

Carol Saunders

Corporate Client Administrator

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Louisa Chapman

Louisa Chapman

Reviews Administrator

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Financial news and views