What makes us different
Whether you’re close to retirement, have recently been bereaved or have found yourself at different type of crossroads, we know that your money has one job: to support your life.
We are lifestyle financial planners. Our approach is fundamentally different to what you will typically find with many other financial advisers.
We put you, your aspirations and objectives first
We believe we should discover your most essential aspirations in life before formulating a financial plan. That way, your finances can fully support your objectives.
Essentially, as lifestyle financial planners, we always put you before your money.
We are experts in our field
Our principal Financial Planner James is both a Certified Financial Planner, as awarded by the Chartered Institute for Securities & Investment, and a Registered Life Planner with The Kinder Institute of Life Planning.
James’ training and qualifications have helped him develop an advanced set of skills, knowledge and experience; enabling you to achieve your most meaningful and deeply-felt aspirations.
We are financial planners
As financial planners, we address your immediate challenges but then look to the future. We never sell you a product and we always deliver thoughtful recommendations within the context of your objectives.
Our financial plans are bespoke and thorough, accounting for all elements of your life and finances.
We believe in the power of listening
Open and friendly conversation helps us get to know you, but we also believe in the power of stopping and listening.
The plans and advice we create are therefore thoughtful and informed, with a true understanding of your requirements.
We work to become your trusted friend
Whilst we are committed to providing a first-class financial planning service, we believe this service should be friendly, open and enjoyable. We don’t talk about numbers until we’ve got to know you, there are no silly questions and our meetings are a safe, confidential space. We’re professional, but personable.
Because of the nature of lifestyle financial planning, our goal is to see you reach the objectives and aspirations you came to us with in the first place. That’s why we build ongoing relationships; we hope to become your trusted friend.