You make life easy for us to enjoy life. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own. We are very pleased with how well you have protected us even with everything that is going on in the world right now.
Money isn’t everything but it is great when you don’t have to worry about it. And with us you don’t.
For more than 30 years, clients like you have trusted our highly personal, expert financial planning service.
And in that time we’ve grown a bit ourselves, too. In order to provide you with the very highest level of service, our team now includes five financial planners, two paraplanners, and a dedicated client support team.
Your priorities are our priorities. In fact, they are the starting point for the relationship we build with you, and how we maintain the ongoing relationship too. Our tailored financial planning services are all based around understanding what your priorities are, hearing your concerns and learning about your values and goals for life.
Three decades working alongside clients, helping people to achieve their financial and lifestyle objectives means a lot of collective experience. But we never rest on our laurels.
As you will see below, we work on the principle that life isn’t a rehearsal. Our role is to therefore help you grow and secure your finances so that you may lead the fulfilling enjoyable life you want to live.
Six Principles we Live by as Financial Planners
Life is not a rehearsal
Of course, we all know this. However, it’s easy to get busy and forget. Part of our role is to enable you to live your life to the full. In fact, we spend much of our time persuading clients to go ahead and spend money. Where we know your plan can support it, we encourage you to spend money, enjoy life and not put off until tomorrow what you can afford to enjoy today.
A return on life
Your money and your investments must serve your life, not the other way around. We are here to help you get a better return on life, not just a better return on your various investments.
The latest fund, or ‘best’ financial product will not change your life, but proper life-centred financial planning, delivered year after year, most definitely will.
Life at the centre
Your life is always at the very centre of our conversations, not your money. After all, until we know about you, how can we possibly advise you on your money?
We think differently
We do the complete opposite to most financial advisers. Our aim is to help you understand what we call The Truth About Money.
No hard sell
Real financial planning has nothing to do with selling financial products. If we feel there are some financial products that could help you achieve your goals, we might recommend you use them. But this always comes after the financial planning.
Financial products are sometimes important, but they are not always important. They are simply tools we carry which can help us get the job done.
You can gain confidence and peace of mind by speaking to a professional when you’re facing a big decision or life transition such as retirement. Come and meet our friendly team.Meet the team
Managing DirectorMeet Greg
Chartered Financial PlannerMeet Adam
Administration AssistantMeet Claire
Mortgage ConsultantMeet Gary
Martin de Winton Smith
Independent Financial AdviserMeet Martin
Regulatory Compliance ManagerMeet Rob
Practice ManagerMeet Tom
Client Relationship ManagerMeet Zoe
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.