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.
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:
- Clarity
- Direction
- Peace of mind
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.
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
Charity
Delighted to be supporting local sport
We are now a sponsor of Witney Vikings Under 8s football team
Market Updates
Core Investment Committee update
Thoughts from our latest meeting on recent market events, and changes we are making to the portfolios.
Market Updates
Client Presentation (November 2024)
A recording of our Client Presentation at Seckford Hall on 5 November 2024.
Market Updates
Gaia Investment Committee update
Thoughts from our latest meeting on recent market events and developments in sustainable/positive impact investing.
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.
Climate
Funding solar power in Tanzania
Details of one of six projects that we have funded this year to offset our ongoing carbon footprint.
