navigation

PHOENIX

Because your situation is unique
We develop a deep understanding of your needs
leading to a rewarding, long-term relationship
Because your situation is unique
We develop a deep understanding of your needs
leading to a rewarding, long-term relationship

About Us

Founded in 2002, we provide financial planning to families and individuals.

As a practice, we are large enough to have depth of expertise, whilst still small enough for our team to know all of our clients personally.

Furthermore, as a founder-owned business, the service that you receive remains a matter of personal pride for us.

Our Approach

To us, effective financial planning has to generate three key outcomes:
We will discuss your needs at outset, and whether the financial plan needs to accommodate just you, as an individual or couple, or a larger family group, up to and including ‘family office’-style multi-generational planning.

Whatever service you require, we will deliver it with you at the centre of everything that we do, and with the personal touch that you would want for something that matters so much to you and your loved ones.

Latest News & Insights

recent events in uk markets
Market Updates

Gaia Investment Committee update

Thoughts from our latest meeting on recent market events and developments in sustainable/positive impact investing.

Read More
Market Updates

Client Presentation (November 2023)

A recording of our Client Presentation at Seckford Hall on 21 November 2023.

Read More
recent events in uk markets
Market Updates

Core Investment Committee update

Thoughts from our latest meeting on recent market events.

Read More
Market Updates

Client Presentation (May 2023)

A recording of our Client Presentation held at Seckford Hall in Suffolk on 16 May 2023.

Read More
promoting the circular economy in romania
Climate

Promoting the circular economy

Details of a project that we have funded to promote recycling in Romania as part of offsetting our carbon footprint.

Read More
waste into biogas in vietnam
Climate

Transforming waste into biogas

Details of a project that we have funded to generate clean energy in Vietnam as part of offsetting our carbon footprint.

Read More

Client presentation recording available

The recording of our Client Presentation at Seckford Hall on 21 November 2023 is now available.