Why choose us?

Choosing to engage with the services of a financial planning firm is a big decision, and we know you want to be sure you’re working with the best. Here’s why others choose to work with us.

VouchedFor Top Rated

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.

Boutique firm, big presence

Proud to be independent

Longevity

Holistic service

Boutique firm, big presence

We may be relatively small in size, but not in influence. Our positioning means that our clients benefit from the best of both worlds: the experience and connections of a large firm, the personal touch of a boutique one. You won’t be dealing with a relationship manager, but instead with the person who makes the decisions and is fully informed of your situation.

Proud to be independent

As an independent firm, we can operate on an unrestricted basis. This means we can source and recommend products and providers from the whole of the market rather than a select few. As a result, you can be sure that we are basing our advice on what’s right for you and your circumstances, rather than an agreement we’re tied into.

Longevity

As far as averages go, we like to consider ourselves a fairly young team (humour us, please!) What we really mean by that is that our advisers still have many years ahead of them, so you will benefit from a relationship with longevity. We are in this for the long term and aim to advise you through many different stages in your life.

Holistic service

We look at the full picture when it comes to your finances, and our breadth of experience means we can cover almost every piece of the puzzle. From investments, retirement planning and protection to defined benefit pension transfers, we can help with it all – so you’ll never need to look anywhere else.