Plan for a life fulfilled

We think that real wealth is about more than just how much money you have. It’s about being able to do more of the things you love, with less fear of your finances holding you back.

We deliver financial planning solutions that will help you take control of your future so you can realise your goals and be financially free to live life on your terms.

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Why us?

Wealth. Clarity. Freedom.

These three words are the driving force behind everything we do – but what do they mean to us?


The Middle English origins of this word actually place it in relation to wellbeing, not finances. That’s what true wealth is to us; it’s about having a fulfilled life - not simply having money.


We provide people with the clarity they need to make sense of and unpick things, giving them the head space they need to make important decisions that will allow them to achieve their end goal.


Ultimately, we help people feel the freedom to do the things they want in life. Whether it's working less, not working at all, taking more trips or spending more time with family, the freedom is yours.

Our clients

Whatever stage in life you’re in, we can work with you to help you achieve the things that matter most.


We’re Top Rated

We’re delighted to announce that VouchedFor has included several of our advisers for the second year in a row in their 2024 guide, distributed in The Times. VouchedFor, a site similar to Tripadvisor but for financial services, releases their guide every year to identify the best of the best in financial services.

Our reputation

Read our latest client survey results

I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.

Ian & Nicola – Deputy CEO and Designer


The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.

Robert & Pauline, retired


Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals

Louise, Cosmetic Dentist


We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.

Gareth and Heather, run a successful fashion business


It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after

Terry, Golf course manager


We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.

Vincent and Mary O’Connell, run a successful furniture business


How can we help you?

Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.