Who We Are

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 People

Building long-term relationships with our clients is key to helping them achieve their financial goals.

Whilst the business continues to grow, many of the team have been with us for many years, or even decades, a degree of stability that ensures a consistent experience for our clients and deepens those relationships.

Financial Planning

Client Solutions

Investment & Operations

Practice News

Market Updates

Client Presentation (November 2023)

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

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Market Updates

Client Presentation (May 2023)

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

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carbon neutral

We are carbon neutral again – or are we?

The details of our latest carbon audit and a technical change to how we are labelled as a company.

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thames path challenge 2022

Doing the Thames Path Challenge 2022

A family member of one of our team is doing the Thames Path Challenge to raise money for Cancer Research.

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walk to beat cancer

Supporting the Walk To Beat Cancer

A member of our team and their husband has organised a charity walk for Cancer Research.

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just do 70

Harrison’s Charity Bike Ride update

An update on the fantastic amount raised and a final chance to donate to a fabulous cause.

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