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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.
Make the most interest on your savings and spend your cash efficiently with professional, unbiased guidance.
Get support from experienced business management consultants.
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.
Truly independent and unbiased
On the client's side
Award winning
Truly independent and unbiased
On the client's side
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
Insights from our experts
Get valuable insight from our leading industry experts and kick start your financial planning journey.
Key matters discussed by financial advisers
Download our helpful guides
Meet our expert team
People Block
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
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
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
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
Our financial advisers in Leeds, based at our head office in the heart of the city, support around 1,200 clients across the North.
Our London financial advisers deliver our wealth management services to over 1,700 clients in the city and neighbouring southern counties.
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
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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.
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How can we help
We explore your needs and design a bespoke service plan with agreed fixed fees.
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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.
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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.
Contact us today to see how we can help you manage your wealth.
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