About Us
In an increasingly complex and demanding world, we believe it has never been more relevant that financial planning & advice is provided with ‘Integrity and Knowledge’ underpinned by robust systems and controls.
Creating something ‘a little bit special’!
Since the very beginning our vision has been to create a firm recognised as being ‘a little bit special’ – one that stands out with our commitment to keep you, our client at the centre of everything we do.
15 years on, we’re proud of our achievements and the focus is still as sharp as ever!
Now recognised as an award winning firm, we have a highly experienced team of 10 advisers and 2 trainee advisers with expertise covering all areas of financial planning.
Our advisers are supported by 10 members of staff to ensure a quality service is provided to all our clients
Our Services
Financial Advice, or Financial Planning – what’s the difference?
Financial advice is generally fairly narrow in its focus, dealing with very specific needs in one, or more areas of your finances. Often advice will result in a recommendation to purchase financial services products suitable to satisfy the needs identified.
Financial planning takes a much broader view of your circumstances with the objective a developing an overall Plan considering all aspects of your needs, objectives and priorities. Financial products may still be part of the overall solution, however not until The Financial Plan has been written and agreed.
The What We Do page explains the process we follow, and confirms what security means in the five key financial planning areas of: –
We advise on…
Death or serious illness
Savings & Investments
Mortgages & Household Insurances
Retirement Planning
Income Protection
What Our Client Says
Charlotte has been really helpful every step of the way. She advised us on what sort of property you should be buying as well as the pros and cons of buying a new property. Charlotte stuck by us every step of the way - and each time we felt things were taking a downturn she managed to keep the ball rolling.
Have already recommended to many people. Thank you!
Gavin Thomas
