Why choose us
We want you to feel confident that we’re the right fit for you and your family. Here are some of the reasons why people choose to partner with us.
Totally bespoke. 100% human.
What we do is unique to each client. Our service is built around your particular circumstances, needs and goals for the future, so your experience with us will be entirely your own.
We also don’t hide behind jargon or technical language. Financial planning is meant to be personal, and that just adds another barrier. After all, it’s your life, so let’s talk about it plainly – and all the rest. No pressure, no stress, just a genuine relationship.
We're Top Rated
We’re proud to announce that VouchedFor has included all of our advisers in their 2024 guide, distributed in The Times.
The guide identifies and celebrates the UK’s best financial advisers, all based on feedback from their clients. Inclusion in the guide is a tremendous honour.
We have been named as one of the top 100 financial planning firms in the UK, having been included in Citywire’s New Model Adviser Top 100 in 2023.
This list celebrates the best of the professional financial planning community and it is directly related to the feedback that clients provide.
How we help
We’re a whole of market, independent firm
That means we have no bias towards any one company or product, and our criteria for making recommendations is always what’s best for you.
We’re lifestyle financial planners
We’re here for the journey. We enjoy building long-term relationships, helping you through life’s twists and turns, and celebrating with you when you reach your goals.
We use cutting-edge financial technology
We’re committed to staying ahead of the curve. We’re constantly seeking out innovations that make our service more efficient, accessible and helpful for our clients.
We’re here for the long term
Just as we invest in your future, so we invest in our own. We support the continuous development of our team by practising what we preach; thinking long term.
We give due diligence due care
You’re welcome to “look under the bonnet” at how we work and how we arrive at our recommendations any time you wish. In fact, we encourage it! We take our responsibility to serve your best interests very seriously.
You gain access to Chartered advice
Chartered status is a recognised benchmark of quality and good practice, held only by highly qualified and ethical individuals. All of our clients have access to this level of advice should they need it.
Still not sure? Hear from people who’ve been there
Our clients
100
%
of our clients are satisfied that we understand their objectives and priorities
100
%
of our clients believe working with us has helped them achieve their financial goals
95
%
of our clients would recommend us to other people
We’re on
vouchedfor
Take a look at some of the many 5-star reviews we’ve received from clients over the years.