We are Chartered Financial Planners
Your objectives: As Chartered Financial Planners we will never simply sell you a financial product. We need to understand the objectives you have for your life, and your money, before we can build a financial plan.
Long-term relationships: Even the best laid plans can be blown off course. That’s why we build long-term relationships with our clients to ensure you stay on track to meet your objectives.
An experienced team: The team which supports our Chartered Financial Planners has been in place for many decades, that means we know our clients extremely well.
We are knowledgeable
Specialist expertise: We only work with certain types of people, which means we have the in-depth, specialist knowledge to be able to advise them correctly.
Highly qualified: Our financial planners undertake regularly professional development to keep up to date with changes which affect our clients. Furthermore, they regularly prove their knowledge by sitting, and passing, examinations relevant to the type of clients they work with.
Experienced planners: Our financial planners have accumulated a vast amount of knowledge and experience over the years, which they put to good use to help our clients achieve their financial objectives.
We are a safe pair of hands
FCA regulated: We are authorised and regulated by the Financial Conduct Authority (FCA). You can view our entry on their register by clicking here.
Independent: We provide independent financial advice. We have no restrictions or limitations on how we implement the financial plans we build for our clients.
Peer reviewed: 100% of our advice is checked to ensure it is of the highest quality.
Transparent fees: Unlike most financial advisers and planners we believe in openly displaying the fees our clients pay to us. You can find these on this website by clicking here.
Stability: Founded in 1978, our business has grown by 12-15% per year. We now have over 250 active clients trusting us with more than £70 million.