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.
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 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 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.