What sets us apart
We're on a mission
We are an award-winning, independent financial planning business. We’ve been helping people plan their financial futures for more than 30 years. Our clients know we are a safe pair of hands, always willing to go the extra mile.
We provide lifelong financial advice so that you can achieve your goals, aspirations and ambitions for the future. Here are a few reasons why you should consider working with us…
Our Chartered status
We are one of the few firms to hold both corporate Chartered and discretionary investment manager status. Chartered status is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients, and who follow a demanding Code of Ethics set by the CII.
We are extremely proud to have been the recipients of numerous awards over the years, recognising our expertise and work with clients. We’ve won numerous awards, including Citywire’s South East IFA of the Year for 10 years out of 11, and been featured on the FTAdviser Top 100 list of financial advice firms across the country in 2019, 2020 and 2022, each year appearing in the Top 20.
What our clients say