A brief introduction

We’re a team of highly dedicated professionals who believe everyone should be able to make intelligent, informed decisions regarding their money. We enjoy helping clients secure a better life for themselves and their loved ones and are here to make your life easier, less worrying and more comfortable.

We’re proud that our business grows mainly through recommendations. New clients often approach us after being enthusiastically recommended by a colleague, friend or family member. This is a testament to our ability and ‘client first’ mentality.

Our identity

A symbol of our relationship

The swans on our crest symbolise partnership and dependability. These birds, which are renowned for remaining loyal to their partners for life, inspire us. Indeed, ours is a business based on lifelong, trusted relationships.


Our client and employee charters underpin our business and embody our belief that traditional values such as service, trust and respect should form the basis of our relationship with you. We combine these long-established principles with modern thinking, techniques and technology to create exceptional wealth management experience.


We offer a genuinely bespoke and highly personalised financial planning service. We choose to work with only a select number of individuals, guaranteeing exclusivity.


We help our clients build, manage, and protect their wealth over the generations. As a result of our endeavours, we want you and your family to live more enjoyable, fulfilled lives.

Your vision, our mission

Before starting in business, we asked ourselves one simple yet crucial question—what exactly would we deliver for our clients and their families? Peace of mind? Yes. Financial security? Absolutely. More freedom, choice, clarity and free time? Yes, yes, yes and yes! As a result, our promise to you is this:

We’ll help you create a vision for your future and provide you with total financial clarity, peace of mind and the freedom to live the life you want without fear of running out of money.

Your best interests at heart

Naturally, you wish to deal with people who prioritise your best interests. Our advice is truly unbiased, and we’ll only recommend a course of action if we believe it will benefit you and your family.

Our approach, which blends traditional values with modern financial planning methods, is open, honest, proactive and accessible. We’re a friendly, down-to-earth bunch who are passionate about our work and will always treat you exactly as we would expect to be treated.

Your team of professionals

We believe our people are among the best you’ll find. That’s why we’d highly recommend you speak with them, get to know them and ask them lots of questions. They’re welcoming, approachable and easy to get along with. They also happen to know a thing or two about financial planning!

Over the years, we’ve also built up an enviable reputation with like-minded solicitors, accountants, and tax specialists. We actively encourage dialogue with your other professional advisers, believing that a collaborative approach leads to better outcomes for you and your family.

  • Michael


    Helping my clients put their dreams and goals on paper is one thing, but seeing and hearing that they are living the life they want without fear of running out of money makes my job worthwhile.

    – Chartered Fellow of the Chartered Institute for Securities and Investment (CISI)

    – Associate of the Personal Finance Society (PFS)

    – Chartered Financial Planner

    – Chartered Wealth Manager


    Michael has the expertise, knowledge and experience to help you assess your choices so you can make informed decisions about what you want from life both now and in the future. He has been evaluated to ensure he meets rigorous international competency and professional and ethical practice standards. This means you will have peace of mind regarding his advice’s technical accuracy and integrity. He’ll work with you to ensure you control your finances and realise your life goals.

    Learn more about a Chartered Financial Planner

    View Michael’s Statement of Professional Standing

    View Michael’s VouchedFor Top Rated Certificate (2024)

    See Michael’s VouchedFor Top Rated Adviser Report (2024)

    When I’m not in the office, I enjoy staying updated on financial matters, following Rugby Union and golf, and indulging in a guilty pleasure-The Great British Bake Off! Most mornings, you’ll find me at Virgin Active, striving to stay fit and healthy. I enjoy playing competitive golf on weekends at Ladbrook Park Golf Club in Tanworth-in-Arden, where I’m a 7-day member. I also love to ski and generally get to the Alps twice a year!

    Favourite film(s): “Shawshank Redemption, The Usual Suspects, Inception and Interstellar.”

    Favourite food(s): “It’s a toss-up between a good fillet steak and a Thai green curry.”

  • Sue


    Financial Administrator

    Our clients trust us to do the right thing—and that’s exactly what we do, advising them as if they were a member of our very own family.

    Role: “As a financial administrator, my main responsibility is to assist and support Michael.”

    Favourite things to do: “I love the great outdoors.”

    Favourite film(s): “Any films that star Tom Hanks.”

    Favourite food(s): “I particularly enjoy Mediterranean food.”

  • Lauren


    Personal Assistant

    We aim to take the stress and anxiety out of big financial decisions, helping people make informed choices in their own time.

    Role: “I support Michael in the day-to-day running of the practice, deal with new enquiries and provide an additional point of contact for clients.”

    Favourite things to do: “I enjoy walking and spending time with my family.”

    Favourite film(s): “Anything Disney!”

    Favourite food(s): “Lasagne and a good curry.”