Who we work with

We work with people to help them live life to the fullest. We exist to help our clients make sense of their finances and find answers to life’s big questions, so they can ultimately have the freedom to do the things they want – without worrying about running out of money.

We focus on building relationships with a select group of clients, where we can truly add value to their circumstances.

We’re right for people who…

  • Are looking for expert financial advice and guidance.
  • Are open to suggestions and trying new approaches.
  • Value a long-term relationship with their financial planner.
  • Are willing to pay the appropriate fees for advice.

We’re not a good fit for people who…

  • Aren’t willing to consider making changes.
  • Won’t value specialist advice and recommendations.
  • Are looking for a one-off or transactional service.
  • Want a DIY approach to managing their investments.

Find out more about the type of clients we work with…


Our reputation


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.