Why choose us?

We are highly rated

Top rated: Both Peter and Andrew have been included in VouchedFor’s 2021 guide to Top rated financial advisers.

Chartered: Both Peter and Andrew are Chartered Financial Planners, which demonstrates their commitment to high standards.

High scoring: Both Peter and Andrew have VouchedFor ratings of 4.9/5, 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.