meet yourProfessional Planning Partners

Unlike most advisor firms we have never subscribed to the concept of running high cost offices.

We believe that offices are all too often inefficient and wasteful of resources for the service we provide.

By running our business from home locations we greatly reduce operating costs which ultimately benefits clients as we do not operate under financial stress.

Many competitor firms have discovered that running under a high maintenance office structure results in financial stress - this can lead to a firms collapse, or worse, the sale of inappropriate products and services to its clients.

We leverage digital resources to provide efficiencies ensuring that our advisory proposition continues for decades to come.

Our clients benefit not only from online human interactions but also through their own :

• Convenience : being able to conduct meetings in a video environment in your own home or office is very non-disruptive and is an efficient use of both time and resource


• Cost savings : travelling to and from meetings whether it be via cars, trains or planes avoids both time and the expense of travel.


• Removing geographical boundaries : irrespective of location, online meetings massively reduce carbon footprints

Based upon your input, we design a personalised 'financial roadmap' - this may be specific to key areas of your choosing (insurances - pensions - investments) or may be a holistic plan that takes account of all of your financial planning objectives.

If there are pitfalls or opportunities that exist in your current circumstances which you are unaware of we will highlight these for you.

A financial planning relationship is no different to any other professional relationship - it requires two-way communications.

Together therefore, and on a regular basis, we review the progress of your various plans and discuss any amendments or adjustments that may be necessary taking into account any changed personal circumstances, market events, taxation and risk tolerance issues.

Throughout the entire process, and continually whilst your objectives are being sought, we remain at hand to support and guide you.

Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.