The What, How, Why & Who we are
What we do
We answer the questions “Do I have enough?” and “Am I doing the right thing?” with a financial plan, which we explain in plain English and monitor, so you don’t have to.
A good plan doesn’t mean you have to stop working, it just means you don’t have to keep working.
How we do it
By getting to know you, how you live now and how you’d like to live in the future, we can work out your ‘enough’, create a financial plan, then help you follow your plan to achieve it.
Peace of mind comes from knowing you’ve done all that you can to make the most of what you have.
Why come to us
Our clients are people just like you, if you’re nearing retirement, need guidance with inheritance tax or wealth planning, or are simply wondering if your money is in the best place.
How our financial plans have helped clients.
Who we are
A small, friendly team, we approach financial planning differently to most, focussing on you, your bigger picture and how you’d like to live now and in the future.
It’s not all about money.
It’s about you. And us.
The freedom you’ll have in the future depends on the financial decisions you make today.
We can help you to make good decisions.
Our proven formula for successful financial planning
1
Learn
We get to know you, your goals and what’s important to you.
2
Plan
We create a financial plan, in plain English, to help you have enough.
3
Act
We put the plan into action, moving you closer to your dream.
4
Check
We monitor the plan and if it needs to change, so you don’t need to worry.
