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We help our clients design the rest of their lives.

We use The Secure Lifestyle Approach® to look after you and your family’s wealth. Now and into the future.

Experts in the psychology of retirement, we can play a unique role.

We help our clients understand the kind of retirement they want and how to get there.

We offer purpose through experience.

Providing our clients with the options they need to make informed decisions. We give them peace of mind and secure their financial futures.

We help them focus on what’s important. Give them permission to have fun.

Our team are highly experienced, chartered wealth managers and certified financial planners.

We’re experts in building and managing low cost investment portfolios to preserve and grow clients’ wealth.

Combine this with our high quality, relationship based service and our clients trust us to look after their family’s wealth for generations.

Community is our business too

We’ve created a sustainable, local business. We’ve also committed to developing the next generation of financial professionals.

We mentor students at the local university. And support our own apprentices with their studies and NVQ exams.

We’re proud of our local area Apprentice Employer of the Year 2016 award.

Better thinking all round……

Meet the team

History

Credentials