We partner you through life

Guiding you to the best decisions for you and your family’s financial future.

Get in touch

  • Chartered Status

  • Employee-Owned

  • Trusted by 300+ families

  • Best Workplace Award

Our clients come from all walks of life. And they come to us for help at different stages in their lives.

For some, they first got in touch because a recent promotion had dramatically changed their circumstances, or they’d received a lump sum from a business disposal or divorce settlement.

For others, it was because they recognised the importance of retirement planning – whether it was two years away for them or still 20 years off. Or it was because they had questions about passing on a legacy and inheritance to their children or grandchildren.

What they all had in common, however, was a need for a trusted professional to make sense of their financial and tax affairs and to manage those affairs as effectively as possible for them.

Below are examples of some of the most common reasons clients first get in touch, as well as real life examples of how we've helped clients in each of those scenarios.

Growing your wealth

Planning for retirement

Selling a business

Coming into money

Divorce and separation

Intergenerational planning

The Team

A good relationship with your financial planner will span decades, so understanding one another is essential.

We make sure you are matched with a financial planner who gets you. It is why we nurture our own up-and-coming talent. For clients just starting to build their wealth, it means we are able to pair them with a planner nearer their own age. We know financial plans can take decades to mature, so we make sure we are with you every step along the way.

We are trusted by individuals at various stages of building wealth, enjoying wealth, and sharing wealth. As well as accountants and solicitors who seek out our services for their clients.

They take comfort from the fact that we have decades of experience and that we hold the highest level of professional attainment in financial planning – Chartered Status. But, just as importantly, they tell us that they like the fact that we bring ourselves to the table, not just our qualifications. 

Meet the Team

What you can expect when you get in touch.

We will find out what makes you tick

We start by listening very carefully to what you tell us is important to you. And, crucially, why it’s important to you. In short, we want to understand what your hopes and aspirations are and what worries you.

We will build your Grand Plan, together

Gaining a deep understanding of what matters to you helps us to build a plan that meets your unique needs. One that has crystal clear objectives and is strong enough to last a lifetime. At the same time it will be a plan that is flexible enough to absorb the inevitable shocks of any surprises along the way.

We will structure your plan for maximum efficiency

Having in place a robust financial plan provides peace of mind and confidence that you can achieve your goals. And it should do so maximising tax reliefs. We will make sure that all available tax allowances are built into your grand plan.

What we've been doing and thinking

Reflecting on the Year, Preparing for What ...

06 February 2026

Good news! We’ve finally recorded a webinar version of our December client seminar. If you weren’t able to attend in person, you can now catch up and listen to our voices (and insights) as many times as you like.

Read More

Financial Education: Why It Matters and Wh ...

23 January 2026

My first instinct is to laugh because the gap isn’t just big. It’s huge! In most UK schools there is little education about money beyond a few references in maths lessons.

Read More

The Use of Life Assurance in Inheritance T ...

29 January 2026

As the value of assets have grown over the past decades, combined with legislation bringing more assets such as pensions in to the scope of inheritance tax, many more people are facing inheritance tax liabilities when they pass on.

Read More