We believe financial planning can change lives

Until now, top-tier financial advice has been regarded as the preserve of the wealthy. We’re changing that, by making advice more accessible. Welcome to a new world of financial planning, with qualified advisers who are committed to your long-term wellbeing.

Do I really need financial advice?

Ever wondered whether you’ll have enough money to retire on comfortably? Or why there’s never an investment guru nearby to guide you? Take our questionnaire to find out how one of our advisers might be able to help you manage your finances and reach your goals.

Our services are available to clients who have at least £100,000. This could be in savings, investments and/or personal pensions, and/or £100,000 sole annual income. Fees and charges apply.

Let's find out
OUR PURPOSE

What does wealth look like to you?

Many people feel “the wealthy” are a separate group they don’t belong to. However, a wealthy life shouldn’t be measured by its super-yachts and sprawling properties.

Instead, we believe, wealth is about having choice: perhaps about how you educate your children, or when and where you choose to retire.

Advice every step of the way

Find out what we do

How we work with you

1. Let’s get to know each other

At your first meeting, your adviser will certainly ask about your finances and your goals, but they’ll also want to spend time getting to know you.

2. Now we’ll agree your financial plan

Your adviser will create a plan that aims to realise your financial ambitions. They’ll explain it all – including the costs and charges – so you know exactly what we’re proposing to do.

3. Finally, we can review your progress regularly

Times change. Markets adjust. Your situation and needs can change. With our ongoing advice service, your adviser can review your position regularly to help safeguard your long-term goals.

OUR PEOPLE

Meet our advisers

We have a team of passionate, deeply caring advisers who are ready to meet you. They’re all qualified, and hand-picked for their expertise, professionalism and dedication. Their goal is simple: to build close and long-term relationships that can change people’s lives for the better.

Build your financial know-how

Everyone should have the knowledge they need to manage their financial life. We want to help, with articles and ideas from some of the finest minds in the business.

Visit Wealth lens

Tap into some of the finest minds in the business

Our regular newsletters are packed with food for thought. Sign up for expert views and opinions, and choose which areas of financial planning and investment you’d like to hear about.

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