Starting your financial journey?

The world of financial planning can seem overwhelming when you’re just starting out, and it can be easy to think about putting it off. But starting to save early is the best thing you can do when it comes to your future.

We work with people who are just setting out on their saving journey to help them get the most from their money. We’ll look at your goals and aspirations for the next five, ten or twenty years, then build a plan to ensure you’re set up financially to achieve your dreams.

It doesn’t matter how small you start – if you have the capacity to take control of your finances and are engaging with the process to move towards financial independence, we would love to work with you.

Here’s how we help…

Financial education

Knowledge is power, especially when it comes to your money. We’ll help you understand more about good financial health and wellbeing, and what you can do to improve your own, so you can gain confidence in your finances.

Forming healthy habits

Putting money away can be tough, but it becomes easier when you make it a habit. We’ll work with you to find simple solutions that work for your circumstances and lifestyle, so you can regularly contribute to and grow your savings.

Protect what matters

Your ability to earn is often essential to your financial future, so it’s important to safeguard it. We’ll make sure you have the relevant covers and policies in place to protect things like your income and home, as well as your family.

Grow what you have

We’ll work with you to build your money in line with your goals, exploring a range of investment solutions and opportunities. We’ll take into account your attitude to risk and how immediate your objectives are.

An adviser to suit you

Our financial planners vary in age – from their twenties to their seventies! Whatever stage in life you’re at, we have someone who’s been through it themselves, so there will always be someone to suit your style.

Plan for the future

Ultimately, we believe that good, proactive planning holds the key to success. We’ll identify what you want for the future, then build a tailored financial plan to help you achieve it. It’s as simple as that.

Nirvana Joy

Paul Brooking

Julie Mangion

Jane Waugh

Simon Emerton

Leanne Ridings

Meet our clients

We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.

Find out more

We’re here for the journey

Thinking of retiring?

Already retired?

A business owner?

Going through a major life event?

Looking for a mortgage?

Leaving a legacy?

Growing your investments?