Why choose us?

We are highly rated

Top rated: All of our advisors have been included in VouchedFor’s 2022 guide to Top rated financial advisers.

Chartered: Both Peter and Andrew are Chartered Financial Planners, with Becky studying towards this qualification. This demonstrates their commitment to high standards.

High scoring: All of our advisors have VouchedFor ratings of 4.9/5 or above, which reflects their commitment to delivering great advice and client service.

We are trustworthy

Independent: We believe in the benefits that independent financial advice gives to our clients, which is why we won’t restrict ourselves to a handful of products or providers.

FCA regulated: We are authorised and regulated by the Financial Conduct Authority (FCA). You can review our entry on the FCA Register by clicking here.

Peer-reviewed: We voluntarily engage the services of a third party, to ensure our independent financial advice continues to meet regulatory requirements.

We are specialists

Financial planning: Above all, we are financial planners. This means we’ll take time to understand your personal financial goals, as well as the challenges you face. We’ll then recommend a suitable strategy, which we will explain clearly, we promise not to use jargon! The strategy will then be reviewed regularly to make sure you stay on track to meet your financial goals.

We know what we are good at: We’ve all heard the phrase: “Jack of all trades, and master of none.” Well, that’s not us, we know what we’re good at, who we work well with and we stick to it.

Expertise: Our planners are highly qualified, well above the minimum level required. These qualifications are supplemented by ongoing professional development, which means our advisers have the in-depth, up-to-date knowledge, to advise our clients.

We are here for the long term

30 years and counting: 2021 marks our 30th birthday. We are delighted that many of our clients have trusted us with their financial future since day one. Of course, being in business for such a long time means we have a huge wealth of experience, which all our clients benefit from.

The future: We are not going anywhere; even after 30 years in business we are still passionate about delivering high-quality independent financial advice to our clients and will continue to do so for many years to come.

Our team: We have a dedicated team sat behind our financial planners, to ensure your financial affairs are administered efficiently. Again, we know what we are good at, which is why our advisers provide the advice and our administrative team make it happen.

We work in partnership

Accountants: We will work closely with your accountant to ensure you get truly joined-up thinking.

If you need a new accountant or are unhappy with your existing relationship, we would be happy to introduce our Accountancy Partner Firm.

Solicitors: From time to time our clients need legal advice. When this arises, we will refer you to a specialist solicitor.

Again, we are very happy to work with your existing solicitor.

We’re Chartered

We’re proud to be one of only a select number of firms in the UK to have been awarded Chartered status by the Chartered Insurance Institute (CII). This title is only given to firms who have demonstrated their ability and commitment to providing the highest quality advice to their clients, developing the knowledge and skills of their people, and following a strict code of ethics.

By choosing to work with a Chartered firm, you can be confident that the advice you receive is:

  • Of the highest possible quality
  • Adhering to a strict standard of ethics
  • Provided by a suitably qualified and competent individual
  • Based solely on your unique needs and requirements.

Our reputation

Client feedback is incredibly important to us, and we’re delighted to be able to share highlights from our most recent client survey.

We asked clients what is the single biggest benefit they get from working with us. Here are just a few of the comments we received back

A person who can advise me well on my personal financial situation because of their knowledge of my circumstances
We trust in your advice and have peace of mind
Reassurance that my investments are giving suitable returns while satisfying my ethical criteria
Reassurance that our savings and pensions will provide us with a secure and comfortable retirement
Trusted advice and expertise
Immediate access to a person I know and trust
I feel like my investments are taken care of, so I can lead my life with little worry