Skip to main content
Our client stories
Every client’s situation is different. These stories offer a glimpse into the real experiences and outcomes of people we’ve helped through thoughtful financial planning.
Our awards
Leading expert advice
Our achievements demonstrate our continued efforts towards technical excellence, professional integrity and client service.
-
Chartered Financial Planning Firm of the Year 2022/23
The Personal Finance Awards celebrate high standards and exceptional consumer outcomes within the financial planning profession. ‘Chartered Financial Planning Firm of the Year’ is the only award given at a company level by the PFS.
-
The Financial Times Top 100 Financial Advisers, 2018-2026
The awards identify firms based on a range of different areas, the best investment advice firms assisting clients in the market, and those who demonstrate that savers can be certain their money is being managed by the best people.
-
Top Rated Firm 2020-2026
Rated 4.8 stars of 5 at Vouchedfor
6,882 reviews for 55 advisers
See what our clients say about us
Dan Alder
Senior Financial Adviser - Chartered Financial Planner, APFS
Dan is a Chartered Financial Planner, working from our Bath office and supporting clients across the South. He empowers clients to make informed and confident decisions about the present, their longer-term futures and helping the next generation.
Grace Whalley
Financial Adviser - Chartered Financial Planner, FPFS
Grace is a Financial Adviser and Fellow of the Personal Finance Society. She takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
David Dodgson
Partner - Chartered Financial Planner, FPFS
David is an experienced adviser and a Fellow of the Personal Finance Society (PFS), supporting his clients with their financial needs. His primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.
Become a client
We are committed to helping all of our clients create, sustain, protect and growth wealth for them and their families.
To ensure we are a good fit for your needs, please provide your details below and we will contact you to ask a few simple questions.
Our relationship step by step
Contact us today to see how we can help you manage your wealth.
Or if you prefer , you can start the conversation
Call us on:
Visit us at your nearest office: