Our difference
We aren't just another financial services firm; we are committed to your goals and have the expertise to deliver. This is what sets us apart.
We’re a team, not individuals
Creating an environment that speaks to success requires team spirit. Our team shares core values and a relentless drive to surpass client expectations.
We keep each other in the know and on the same lines, so if your adviser isn’t available, another member of the team will seamlessly step in to maintain our high service standards.
We are owned by an Employee Ownership Trust
In September 2023, we joined more than 1,400 UK businesses to become employee-owned. Now, instead of a parent company or shareholders, we’re a team of equal owners. With a rich history that dates back to 1998, being employee-owned means we will continue to retain and preserve the values that underpin our culture while charting a clear path forward.
We have a rich history
Having helped clients since 1998, we’ve firmly solidified our position in the profession. While our firm has evolved, we remain rooted in our values as a local, client-centred business.
Most importantly, our longevity has enabled us to enjoy long-term relationships with our clients.
We are independent
As an independent firm, we’re not tied to specific products. Instead, we have the freedom to recommend a diverse range of products from the whole of market that best meet your needs, ensuring we prioritise what matters most to you.
Consumer Duty Alliance Associate Member
Being a member of this not-for-profit, community interest company, helps us successfully understand, meet and deliver the FCA’s Consumer Duty requirements.
Personal Finance Society Associate Firm
We have voluntarily adopted the professional standards set by the Personal Finance Society, enabling us to stand tall behind a culture that places clients and staff at its heart.
Financial Vulnerability Charter
As part of the Financial Vulnerability Taskforce, we are committed to enacting and actively supporting the 10 statements of the Financial Vulnerability Taskforce Charter.
Check out our reviews on VouchedFor and Google
Read our latest reviews and find out why our clients enjoy working with us.
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