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

Core Investment Committee update

Thoughts from our latest meeting on recent market events.

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Market Updates

Gaia Investment Committee update

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

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Charity

340 km is a long way, especially in this heat!

A friend of the business has been cycling a long, long way for a great cause.

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Market Updates

Client Presentation (May 2024)

A recording of our Client Presentation at Seckford Hall on 7 May 2024.

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Climate

Funding solar power in Tanzania

Details of one of six projects that we have funded this year to offset our ongoing carbon footprint.

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Climate

Promoting sustainable land use in Uganda

Details of one of six projects that we have funded this year to offset our ongoing carbon footprint.

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