James & Michelle

Showing James & Michelle how financial planning should be.


Helping Andrew put his affairs in order.

Christian & Cordula

Giving Christian & Cordula valuable advice instead of selling products


Making sure Danny doesn't have to worry about his financial future.


Making pensions fun for Deborah.

Inheritance Tax mitigation – Thomas

Thomas had just turned 76 when he decided he wanted to seek help in mitigating the Inheritance Tax liability on his estate.

Recently divorced – Helen

Helen had received a substantial divorce settlement and was looking for an adviser she could connect with and trust.

Cohesive financial planning – James

James had invested in a number of financial products, but there hadn’t been a cohesive approach to his financial planning.

Mortgage for a young family – Joe and Sarah

Married couple Joe and Sarah had decided to buy a house together and were looking for help with their mortgage.

Improving investment returns – Daniel

Daniel was looking to improve his investment returns in order to increase the size of his pension savings.

At an employment crossroads – David

52-year-old David believed he might have a claim for constructive dismissal and was looking for guidance.

What do our clients say?