Why Us?

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You first, your money second

As lifestyle financial planners, we put you at the centre of things. We take the time to properly listen and get to know your ambitions and goals for the future, all before we even talk about your money.

Once we understand what your ideal life looks like, we can build a financial plan around it – so all you have to do is watch it unfold.

A long-term relationship

Great financial planning is about the long term. It’s about building a lifelong partnership that withstands all obstacles and delivers on your needs at different stages.

We want to be your financial partner for life. From buying your first home through to retirement, we’ll be there to guide you through it all.

A flexible approach

We know that our clients lead busy lives and that things can change overnight, so we’re always ready to move with you.

Whether it’s changing the way we communicate or adjusting your investment strategy in line with new circumstances, we mould our service around your needs.

Experienced and qualified

As you’d expect, you’ll be working with a team of highly qualified financial planners and client relationship managers.

With years of experience working with a wide range of people and circumstances, you can feel confident you’re in good hands.

Truly independent

We don’t work for the banks or the building societies. We don’t have ties to any insurance companies or investment groups. We’re a truly independent financial planning firm.

That means we’re working solely for you, providing whole of market advice with no ulterior motives other than what’s right for you.

Don’t just take our word for it

In a recent survey, we asked our clients what they thought the single biggest benefit of working with us was. They said…

“ Peace of mind ”
“ An increased sense of financial security ”
“ Confidence in knowing our money is being looked after ”
“ Expertise specifically tailored to our individual needs ”

Our reputation

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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

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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

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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

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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

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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

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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

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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.