Why choose us?

We listen, we understand, and we care. And we make getting to know you and what matters most to you, our top priority. We are truly client-centred.

While we’re an ambitious and growing company, we’ve purposely ensured that working with us feels like becoming part of the family. Whichever one of our three offices (we call them ‘pods’) you engage with, you will be welcomed and made to feel at home.

Our approach might explain why three of our planners were listed in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.

We are independent financial planners. That means we are not limited when it comes to which solutions we can recommend to you.

We’re able to consider all available investment products without constraint and give you the choice of the entire market. It also means we are duty-bound to give you objective, unbiased advice tailored just to you.

Thanks to our independent status, you can rest assured that the advice we give you is always based solely on what we believe is right for you.

We know that financial decisions can be complex and confusing. Which is why we have a commitment to transparency and clarity.

Our financial planners are adept at making the complex easy to digest because we believe that all decisions should be informed decisions. Especially when they are as important as these are.

We’re here to smooth out the complications and bring a feeling of clear-headed calm to your decision-making process.

You will find us approachable, friendly, reliable and trustworthy. We welcome questions and feedback and are always seeking new ways to meet our clients’ needs.

We spend time getting to know our clients well. That’s because we can only deliver the results that matter, if we know what matters to you.

That’s why, before we commence any client journey, we start by listening and finding out what you want to achieve; what success looks like to you.

It also means we’re delighted to have been finalists in the Professional Adviser Awards ‘Adviser Firm of the Year – South West’ category in 2020, 2017 and 2016 and are delighted to have our head of financial planning, Joy Wisniewski, nominated for three awards in the Women in Financial Advice Awards 2020, including Role Model of the Year.