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
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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’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”
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.
“Millions of people in the UK reach retirement age with a private annual pension of just £3,650, according to now:pensions”
The latest Big Idea to Promote Growth is that your workplace pension’s default fund, the one in which you’ll end up if you don’t pay attention, will have to include smaller or unquoted British companies’ shares. This is wrong in all sorts of ways.
“Pension funds could be forced to invest in UK projects”
The latest Big Idea to Promote Growth is that your workplace pension’s default fund, the one in which you’ll end up if you don’t pay attention, will have to include smaller or unquoted British companies’ shares. This is wrong in all sorts of ways.