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 800 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
“Cash ISA allowance could be cut this month”
Our mantra has long been ’straightforward advice that you can understand’. That can mean trying to simplify the many complex products and options with which the world of finance tries to befuddle its target audience.
“Lifetime ISAs leave some with less money than they put in”
Our mantra has long been ’straightforward advice that you can understand’. That can mean trying to simplify the many complex products and options with which the world of finance tries to befuddle its target audience.
“Will the Bank of England Cut UK Interest Rates Again in 2025?”
It’s easy to forget that five years ago the Bank of England Base Rate was at an all-time low of 0.1%, and only rose above 1% with the arrival of Liz Truss later in 2022. Something of which we often have to remind those who, when looking at how their investments have fared over the same period after yet another Trump Tweet has pushed markets in one direction or another, tell us ‘we could have been getting 4% a year if we’d left it all in the bank’.