Happy 7th birthday to us!

Chris Broome – Chartered Financial Planner

Today marks an incredible milestone—seven years of building a business powered by passion, trust, and genuine connection.

Let’s take a look back at some of the highlights that have brought us to where we are today.

Milestones & Growth

  • Raising the bar with Project Longhurst: Three years in, we’ve proudly raised £35,000+ to support notable causes, pushing forward our commitment to making a positive difference.
  • Financial well‑being focus: Our dedication to holistic client care earned us a prestigious nomination for the Institute for Financial Well‑being Awards in April 2025.
  • Net Promoter Score: Delivering consistently standout client service, our 2024 Net Promoter Score of 95.7 reflects the trust and loyalty we’ve built. We look forward to learning our 2025 NPS in December!

Awards & Accreditations

  • Cyber Essentials Plus Certified: Strengthening our digital defences with recertification in March 2025.
  • Consistent industry recognition: Across the years, we’ve collected multiple national accolades—from “Best Small Firm of the Year’’, to ‘’Best Client Engagement”, to “Best Retirement Initiative,” and repeated commendations at the Money Marketing and Professional Adviser Awards.
  • PSF Associate Firm & BS 8577 accreditation: Demonstrating rigour and professionalism through our systems and processes – overseen by the always impressive Michelle Harvey.

Team & Community

  • Growing our family: Since our earliest days, we’ve welcomed exceptional talent—Benjamin, Albion, Beverley, Geraldine, Lauren, Sian, and more—each bringing diverse perspectives and expertise.
  • Expanding footprints: From new London meeting rooms in 2021 to opening our Cotswolds office in 2024, we’re growing where our clients and team need us.

Reflections & Cultural Impact

  • Seasonal letters: Regular reflections, from end-of-year letters to seasonal notes from Chris, have deepened our culture of transparency and community.
  • Celebrating human values: From International Day of Charity to discussions on AI vs. human connection, we’ve affirmed what truly matters—people, purpose, and meaningful relationships.

Looking Ahead: Year Seven & Beyond

As we step into year eight, our vision is clear:

  • More impact through Project Longhurst and continued philanthropy.
  • Deepening service excellence, guided by client feedback and evolving industry best practices.
  • Growing our team and reach, while holding fast to our values of human-first, client-centred service.

From the Leadership Team

“It’s been seven years of learning, evolving, and serving together. Our success is thanks to our brilliant team and the trust of our clients. Here’s to more shared milestones ahead!” — Chris Broome, Managing Director.

Here’s to seven years of incredible progress—and to the many more ahead. Thank you for being part of the journey.