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Award-winning, Chartered Independent Financial Advisers

A firm free of third-party influence.

Top-rated by our clients and with over 20 years of experience, we provide expert guidance to help you secure your family's future and achieve your financial goals.

How we can help you

We help individuals and families build and preserve their wealth through personalised, fixed-fee financial advice, recognising that ongoing guidance is key to reaching your objectives.

Whether you're looking for a digital approach, our TPO Premium service, or a Family Office solution, we offer ongoing guidance to help you build a tailored plan, keep you on track, and give you peace of mind. See below to find out more about how we can help you.

 

Pensions
Pensions

Get help planning a comfortable retirement.

Investing
Investing

Take advantage of expert advice on your individual investment needs.

Tax planning
Tax planning

Align your assets and your goals with efficient, expert strategy.

Cash management
Cash management

Make the most interest on your savings and spend your cash efficiently with professional, unbiased guidance.

Advice for business owners
Advice for business owners

Get support from experienced business management consultants.

Specialist wealth management issues
Specialist wealth management issues

Speak to experts on divorce, personal injury settlements, trusts and more.

Why our clients choose us

Some needs are more complex than others. Whether you're looking for specialist advice or need to meet distinct investment requirements, we treat every client on a case-by-case basis. That means doing whatever is necessary to make sure you get the best results.

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Truly independent and unbiased

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On the client's side

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Award winning

Want to speak to an expert adviser about your finances?

Get in touch today to reach your financial goals

Request a free initial consultation

 

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Making the most of your wealth

Wealth management centred around you

One login, hundreds of savings accounts
One login, hundreds of savings accounts

Easily open, access and switch between multiple competitive savings accounts with the Savers Hub

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WHAT IF…you could look into your financial future?

What would you plan for? Discover tomorrow’s possibilities, today!

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Earn top rates on your savings

Check out our best buys across different savings accounts

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Can you afford to retire today?

Use our retirement calculator to help you to visualise what your retirement could look like

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Proud to be Chartered

We're committed to professional standards and putting our clients first

 Our unique approach
Our unique approach

Independent, trusted and shaped by your individual needs

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Work with us

We offer insight into a world of finance that can be as creative and fulfilling as you are willing to make it.

Insights from our experts

Get valuable insight from our leading industry experts and kick start your financial planning journey. 

 

Regular updates that affect you

Get the latest news  

 

Key matters discussed by financial advisers

Watch our webinars

Download our helpful guides

View our guides

Meet our expert team

View all our experts

People Block

Daniel Lea

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.8 out of 5

VouchedFor Top Rated Adviser 2022-2025

Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.

Alex Shields

Partner - Chartered Financial Planner, FPFS

Rated 4.7 out of 5

VouchedFor Top Rated Adviser 2021-2025

Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.

Abby Ivison

Financial Adviser - Chartered Financial Planner, APFS

Rated 4.8 out of 5

VouchedFor Top Rated Adviser 2023-2025

As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals. 

See what our clients say about us

How to find our financial advisers

Financial Advisers in Leeds
Financial Advisers in Leeds

Our financial advisers in Leeds, based at our head office in the heart of the city, support around 1,200 clients across the North.

Financial Advisers in London
Financial Advisers in London

Our London financial advisers deliver our wealth management services to over 1,700 clients in the city and neighbouring southern counties.

Financial Advisers in Bath
Financial Advisers in Bath

Our office is based near the beautiful Roman Baths and our team of experts provide financial across Bath, South Wales and the South West.

Arrange a free initial consultation

We are committed to helping you create, sustain, protect, and grow your wealth.

Reach out to our team of financial advisers near you to learn more about how we can help you preserve your future wealth.

Our relationship step-by-step

  1. Getting to know you

    A short phone call and complimentary initial meeting with a qualified financial adviser to get to know you and your financial position.

  2. How can we help

    We explore your needs and design a bespoke service plan with agreed fixed fees.

  3. Sharing solutions and advice

    We begin a closer examination of your financial situation and provide a detailed financial plan based on market research and financial modelling.

  4. Working with you long-term

    Once our financial plan has been implemented, we provide ongoing portfolio review, valuations, and service assessment regularly to ensure that your wealth is secure.

Provide your details below and we will contact you(home)

Contact us today to see how we can help you manage your wealth.

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Call us on:

0333 323 9065