Our Team

‘Surround yourself with people who have dreams, desires and ambitions; they will help you find your own and help you push towards them.’

Warren Buffett

Let’s start with the obvious: We’re financial experts. Highly qualified, experienced, skilled. With us, your finances will always be in safe hands, and we’re passionate about that. As you’d expect, we take it very seriously.

But that’s not what drives us.

We believe that the right guidance can profoundly change your life. That our return-on-life-focused advice will enable you to live the kind of life you have always dreamed of, and that memories, not just portfolio balances, should be the measure of our success.

As well as independent financial planning and wealth management services, we also offer support through difficult life transitions, estate planning, tax planning, and business services.

In line with our humanity focus, we’ve also added some Above & Beyond services, including leadership, relationship and retirement transitional coaching, travel planning, good-giving, and cyber security.

We will happily work alongside any existing professional advisers you may have (including your high street bank, solicitor, or accountant) to facilitate a ‘Trusted Team’ approach to your personal and/or corporate planning.