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Experienced, personal wealth advisers
What we do for you
Our approach ensures that we start with you and your goals. Every individual is different and we will assess and tailor our services accordingly.
Our advisers are fully independent. They will work closely with you to provide an holistic service, including: investment management, cash management, financial planning, pensions and tax planning.
Ongoing services and charges will be adapted to changes in your lifestyle and we have a fully transparent fee structure.
From cash flow forecasting, pension planning, complex tax scenarios through to investment decisions, we will help you every step of the way. If you have pensions, investments and savings totalling £100,000 or more, you could receive a free cash flow forecast up to the value of £500.
Our relationship step-by-step
- Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
- Free consultation meeting – a qualified financial adviser will get to know you, your financial goals and produce your free cash flow forecast “do nothing” scenario.
- Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.
Please note: The value of your investments can fall as well as rise. You may not get back what you invest. The Financial Conduct Authority (FCA) do not regulate cash flow planning, estate planning or tax and trust advice.
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Why our clients choose us
Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.
Winner of Wealth Planning Firm at the eprivate client excellence awards
A Chartered Firm of Financial Planners
A VouchedFor top rated firm in 2020 & 2021
Wealth management services
Ongoing advice is key to reaching your goals and securing your financial future
Pensions
Our pension planning specialists can help you to understand your options and provide advice to give you peace of mind in retirement.
Investing
With over £1 billion client funds under management and a range of portfolios to suit all investor needs, we can provide a tailored strategy.
Tax planning
With careful planning, we can ensure that your tax bill is fair and minimal
Meet our expert team
Independent advice - People block - list (6.06)
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.