In the age of the app why bother with a financial adviser?

Because DIY is not always the easy option

Independent Financial Advice, but how independent is independent?

It means we can choose so you don’t have to

Why should we trust you with our money? Dip in to over 700 reviews from our clients

They can’t all be wrong

The planet needs saving. And you can help to save it

Invest responsibly and reduce your carbon footprint

Ethical

We always offer ethical, sustainable and responsible investment options, so that you know your money is doing good things

Personal

We take time to find out about you, your worries, your plans, to leave you feeling better about both your finances and your life

Straightforward

Making your money work for you does not have to be complicated. We offer straightforward advice which we make sure you understand

Trusted

We ask all of our clients, old and new, to tell us what they think of us. Hundreds have, and you can read why they trust what we do for them

OUR SERVICES

Here’s what we’re great at…

Financial Planning

Investing & saving responsibly

If you have funds to invest for growth or income, we can help your money work harder and do good things. We always recommend ethical, sustainable and positive impact investments.

Pensions 

Retirement
planning

Finding pensions, especially your pensions, confusing? Realised you need to get organised before it’s too late? Let us tell you when and how you can stop or slow down.

Years Established

Clients

£Million Under Advice

TESTIMONIAL

Client stories

Sometimes in life, you can get overwhelmed by circumstances. To have Philip there, whom I felt i could 100% rely on with my finances was such a great comfort and a worry lifted.

Client

Gloucestershire

News & Views

An independent
(financial adviser’s) view

“Why most won’t need to worry about IHT on pensions”

“Why most won’t need to worry about IHT on pensions”

Many a government has made the point that only a minority will be affected by this or that tax change or tinker. It is, however, both perception and aspiration which are important, and they are what makes IHT the ‘most hated’ of all taxes – along with all the others, of course.