About us

An independent financial planning and wealth management firm with offices in London and Cardiff, we help people nationwide achieve their goals. Here’s what we’re all about.

Financial planning built around you

More control over your finances and your future

Clarity, a sense of direction, and the motivation to achieve your goals

The confidence to make the right financial decisions for you and your loved ones

Most of us have to make some major financial decisions at some point in our lives. When you’re doing this on your own, it can be confusing and time-consuming to try to figure out the best course of action. We’re here to help make things simple.

We partner with people to give them the support and reassurance they need to transform their financial lives. Through bespoke financial planning that focuses on your unique needs and goals, we can ultimately help you gain…

Owned and run in-house

We’ve always had a pretty clear view of how we wanted to do things and the kind of service we want to provide our clients. So much so that we don’t ever want to put that at risk, or chance deviating from our principles.

That’s why we’re owned and run entirely by our in-house management team – no external shareholders. This way, we have complete control over the quality of our advice and the consistency of our service.

Cutting-edge technology

We’re constantly looking for innovative ways to make our service more efficient, accessible and valuable for our clients. This might mean using advanced financial technology typically used to create bespoke solutions for complex needs. It could also mean using tools to make the client experience as simple as possible.

As much as we consider ourselves a digital business, we never forget the importance of building a personal relationship on your terms. We’re only ever a phone call away, and you’ll always have a face-to-face meeting if you want one.

Awards and accolades

In 2023, we were delighted to be named in Citywire’s New Model Adviser Top 100 list. This achievement celebrates the best of the professional financial planning community and reassures you that your finances and wellbeing are in safe hands.

Hundreds of financial services firms were judged on several aspects including robust investment propositions, client education and a strong contribution to professional standards, so making this list is a testament to our team and clients’ feedback.

Find out more

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Dan Ross

Director & Financial Planner

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Amanda Watson

Personal Assistant

Natalie Smith


Christian Markwick

Head of Adviser Support

Katie Ross

Business Support

Colin Stewart


Richard Allum

Head of Paraplanning

Debra Wilde

Personal Assistant

Keeley Paddon

Pension Specialist