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
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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 do
We won’t make things complicated.
Here’s what we do and how we can help.
Good money
Investing Responsibly
Want your savings to do some good for the world? We always recommend ethical, sustainable and positive impact investments.
Pensions
Retirement planning
Find pensions confusing? We take the stress out of your retirement planning.
Financial Planning
Investments & Savings
Investing for growth or income? We make your money work harder.
Planning for the bad stuff?
Life
Insurance
We make sure you and your loved ones are protected.
Buying a property or remortgaging?
Mortgage Advice
Making your options clear, making the process easy.
Estate Planning
Inheritance Tax
No one wants their family to pay more than they have to.
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
“Trade war: Stock markets rally as Trump rows back on Fed and China threats”
Yet another reminder, should one be needed, of how quickly things can and will change. A nod and a wink in the right direction from himself and/ or an underling can provide the solace the money men crave and turn a plummet into, if not a soar at this stage, then certainly a bounce.
“Cuts to IHT relief on AIM shares set to make gifting more attractive”
If someone dies and those who are left to look after things can’t pay any Inheritance Tax due within 6 months, an interest-rate clock starts ticking. It’s currently 2.5% over base rate, so 7.25% but is going up to 4% over, so 8.75% from April.
“London’s millionaire exodus: Advisers will ‘undeniably’ see wealthy clients move abroad”
Should we be bemoaning the ‘exodus of London’s millionaires’? Millionairedom, of course, is somewhat devalued these days (is that a mixed something or other) as a owning a one-bedroom flat in the right part of London elevates you there