Like you, we are frustrated at feeling exploited by the financial world

We specialise in guiding business owners and entrepreneurs, landlords and property investors through this financial complexity simply, effectively, and efficiently. 

From experience we know solving initial challenges is only half the story.

In reality, the key to financial security and peace of mind lies in the long-term and sitting alongside you year in, year out to keep answering the big question: “Are we going to be okay?”

Business owners & senior executives

As business owners ourselves (and with our own families to think about too), we know the opportunities you need to take advantage of and the threats you need to avoid.

If you are worried about your money and investments, phone us to book a meeting and watch the two short videos on the ‘Our Costs‘ page to see how we address this.

Property investors & landlords

The concentration of wealth in a single asset class, ever changing taxation legislation and the unique challenges associated with property investment, and development, make financial planning vitally important.

Our expertise in this area, built up from years of investing in property ourselves, sets us apart from other financial advisers.

Here are a few things we don’t do:

One-off projects: We form long-term relationships with our clients, putting in place, and then reviewing, a financial plan to meet their objectives.

Timing the market: Investments should be made, and held, for the long-term. Trying to time the market so you buy or sell an investment at exactly the right time is frankly impossible.

Stock picking: We are financial planners, helping to secure your financial future. We don’t have a crystal ball which predicts the shares or investment funds that will outperform all others next year. More to the point, neither does anyone else!

Work with people where we can’t add real value: We will never take someone on as a client if we don’t believe we can improve their financial situation.