A brief introduction

We’re a team of highly dedicated professionals who believe everyone should be in a position to make smart, informed decisions when it comes to 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 recommendation. New clients often approach us after being enthusiastically recommended by a colleague, friend or family member. We see this as a testament to our ability and ‘client first’ mentality.

Our identity

A symbol of our relationship

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

Charters

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 a truly exceptional wealth management experience.

Private

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

Wealth

We help our clients build, manage and protect their wealth through 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 we started 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 place your best interests first. Our advice is truly unbiased and we’ll only recommend a course of action if we believe it to be beneficial for you and your family.

You’ll find our approach, which blends traditional values with modern financial planning methods, to be 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, in the belief that a collaborative approach leads to better outcomes for you and your family.

  • Michael Director and Chartered Financial Planner

    Michael

    Director and Chartered Financial Planner

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

    Click here to learn more about a Chartered Financial Planner

    Click here to view Michael’s Statement of Professional Standing (SPS)

    Click here to view a list of Michael’s qualifications

    Typical clients: I enjoy working with a variety of affluent individuals, ranging from professionals to entrepreneurs, business owners to retirees and those approaching retirement.

    Favourite things to do: Away from the office, I love spending time with my wife, Laura, and our young children, Elle and Maxwell. We are keen members of the National Trust and love travelling to new places and exploring the British countryside. I also enjoy reading, writing, travelling, gardening and cooking. Most mornings you’ll find me at Virgin Active doing my best to keep fit!

    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.

  • Laura Client Services Director

    Laura

    Client Services Director

    We want for our clients precisely what we want for ourselves and our loved ones. Peace of mind, financial security and the ability to do the things we love without worrying about money.

    Role: I work closely with our financial planners to ensure that client dealings with us are carried out efficiently, quickly and according to plan. I’m also responsible for arranging and issuing the firm’s client communications.

    Favourite things to do: I like cooking, playing badminton, hiking and walking in our local nature reserves and areas of natural beauty. I also enjoy designing interiors.

    Favourite film(s): I’m a big fan of Will Ferrell!

    Favourite food(s): Lamb shanks and Sunday roast dinner.

  • Sue Financial Administrator

    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 provide assistance and support to the firm’s financial planners. I prepare reports and take complex research and analysis tasks in my stride!

    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

    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.

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