Young professionals

The earlier you can start planning for the future, the better. By thinking about your finances now, you’re much more likely to achieve financial independence further down the line – and we can help you get started.

We partner with young professionals to help them take control of their money now and build towards their future. We’ll work with you to establish your goals and what you want to achieve, then create a bespoke plan designed to help you get there, growing and protecting your wealth in a way that works for you.

Financial planning doesn’t have to feel overwhelming. Whether you’re just taking the first steps or looking to take things to the next level, we’re here to support you.

Looking for a mortgage? While we don’t offer mortgage services, we do work closely with a local firm of mortgage advisers who can help. Discover Navigate Mortgages.


We can develop an investment strategy that aligns with your objectives, attitude to risk and your values.


We can put in place the right policies to ensure the important things are protected, from your income to your family.

Tax planning

We can ensure you’re paying just the right amount of tax, making use of any available allowances and reliefs.

Let’s build for your future

We can help you get started on your financial planning journey and lay the foundations for a bright future. An innovative team with a modern approach, we’re committed to finding smart, simple solutions that work around our clients’ lives. After all, many of us have been there ourselves, so we tend to know how to find the answers. Whatever your attitude to money, we’ve got something to suit your style.

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.