Financial Planning

“What if my future is about more than just finances?”

A financial plan offers you freedom, security, legacy and a foundation on which to build the future you want. That’s why you need a team who not only understands your ambitions but can be trusted with them too. 

Whether you are just starting on your financial journey, looking to invest for the future or planning your retirement, we aim to guide you to the point where you can enjoy life, happy in the knowledge that you have a structured, tax-efficient financial plan in place.

We pride ourselves on the strong relationships we will build with our clients. These relationships enable us to build financial plans that evolve in step with needs.

Each of our services is tailored to your needs both in the short and long term. Whether you require advice on pension planning (including pension transfers), managing your Lifetime Allowance risk, personal cash flow planning, inheritance tax planning or later life planning, our advisers are here to support you.

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Our services

Our approach

Our award-winning team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.

Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.

You can view all of our reviews here

This year, we have been named the second-best advice firm in the FT Adviser's Top 100 list for 2022STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the third year. We have also held the Gold Standard Award for Independent Financial Advice for the tenth year.

Get in touch

If you would like to know more about how we can help you manage, plan or invest for your future, please get in touch.

Contact us today

 

Feedback from our clients

Although I have a financial background I felt that the range of considerations in personal financial planning meant that the expertise, know how and up to date knowledge that an adviser could bring would greatly improve the outcome.

Laura looked carefully at our specific situation and long term goals and matched our investment strategy closely with these. Crucially the advice is dynamic and regular so changes in requirements or market conditions are quickly addressed. It is not a 'tick box' service, we consider and agree the plan together based on up to date advice and market knowledge.

VouchedFor review

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