We are Chartered Financial Planners
Your objectives: As Chartered Financial Planners we will never simply sell you a financial product. We need to understand the objectives you have for your life, and your money, before we can build a financial plan.
Long-term relationships: Even the best laid plans can be blown off course. That’s why we build long-term relationships with our clients to ensure you stay on track to meet your objectives.
An experienced team: The team which supports our Chartered Financial Planners has been in place for many decades, that means we know our clients extremely well.
We are knowledgeable
Specialist expertise: We only work with certain types of people, which means we have the in-depth, specialist knowledge to be able to advise them correctly.
Highly qualified: Our financial planners undertake regularly professional development to keep up to date with changes which affect our clients. Furthermore, they regularly prove their knowledge by sitting, and passing, examinations relevant to the type of clients they work with.
Experienced planners: Our financial planners have accumulated a vast amount of knowledge and experience over the years, which they put to good use to help our clients achieve their financial objectives.
We are highly regarded
Small Advice Firm of the Year: The Money Marketing Awards are considered the premier financial services awards that recognise leading advisers and providers. We’re incredibly proud to have won the ‘Small Advice Firm of the Year’ award at the Money Marketing Awards 2019.
New Model Adviser Top 100: We have been included on New Model Adviser’s prestigious list of the top 100 financial planning firms in the UK in 2017, 2018, 2019 and 2020.
VouchedFor: We are highly rated, with over 100 reviews from our existing clients and a score of 4.9/5, on VouchedFor, a rating and review service for financial advisers.
We are specialists
Retirement Planning Specialists: Certain members of our financial planning team have demonstrated their specialism in pension planning and have gone beyond regulatory minimum pensions knowledge to become Retirement Planning Specialists.
Later Life Advice Specialists: Certain members of our financial planning team have undertaken the Personal Finance Society’s ‘later life orientation programme’, which demonstrates their specialist understanding of the skills involved in later life advice.
Ongoing commitment: In order to hold these accreditations, our specialist financial planners each commit to 10 additional hours of specialist later life and retirement advice-focused continuing professional development each year.
Pension Transfer Gold Standard: We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice. You can learn more here.
We are a safe pair of hands
FCA regulated: We are authorised and regulated by the Financial Conduct Authority (FCA). You can view our entry on their register by clicking here.
Independent: We provide independent financial advice. We have no restrictions or limitations on how we implement the financial plans we build for our clients.
Peer reviewed: 100% of our advice is checked to ensure it is of the highest quality.
Transparent fees: Unlike most financial advisers and planners we believe in openly displaying the fees our clients pay to us. You can find these on this website by clicking here.
Stability: Founded in 1978, our business has grown by 12-15% per year. We now have over 350 active clients trusting us with more than £120 million.
We do everything we can to promote social responsibility
- We give 1% of our annual turnover to charities chosen by our team
- We support various other charities with ad hoc donations
- You can charge your own electric vehicle when you visit our offices
- We use solar panels to reduce our carbon footprint
- We promote cycling to work
- Wherever possible, we use local suppliers
We’ve still got a long way to go though. We are happy to hear your thoughts on how we can become even more socially responsible and find additional ways to work with the local community.