About you

About you

We use sound advice and prudent planning to help individuals, families and trustees achieve their financial and lifestyle goals. 

Our clients come from across the UK and from many walks of life. And their situations are always unique.

In some cases it’s a promotion, in others it’s a lump sum from a business disposal or divorce settlement. Many clients also recognise the importance of retirement planning – whether it’s two or 20 years away – and the inheritance questions it brings.

What they all have in common is a requirement for professional expertise to make sense of and manage financial and tax affairs as effectively as possible.

Whichever path you’re on, we will listen carefully, before building your grand plan and charting a course that can get you to your goals.

Here’s what our clients say about working with us:

“I have been advised by Simon for many years and his service is at the pinnacle of excellence.”
Michael Cooper
“Richard became our family Financial Advisor in 2004. He quickly identified poor performing elements and general issues within our saving and pension portfolios. These were addressed in a timely fashion and we continue to benefit from his recommendations.”
Martin Diviney
“Richard Meek's advice and approach to customer service are absolutely first class. His market knowledge and understanding of technical aspects of financial planning are outstanding. But in addition, and critically, he takes time to understand his clients so that his advice is tailored to their personal circumstances and relationships. As a result he achieves great outcomes for clients. He is a pleasure to deal with.”
David Fennell | Chief Executive at Gowling WLG
The Golden Decade

“We want our people to develop in a way that suits them, where their thoughts and opinions are valued, whilst enjoying what they do. We want people to strive to do things well, rather than simply get things done”
Richard Meek

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