Why choose us?

We are VouchedFor Top Rated 2023 Firm

The VouchedFor Top Rated guide was created to help identify the best financial planners and firms throughout the UK, based on client reviews and feedback. All firms on VouchedFor are vetted, reviewed and monitored regularly.

We’re delighted to have qualified as both a Top Rated planner and as a Top Rated firm in 2021, 2022, 2023 and 2024.

We are an Accredited Financial Planning Firm™

We are one of just 3 Accredited Financial Planning Firms^TM in Leicestershire and 58 firms across the UK.

We have had to demonstrate excellence in everything we do and are recognised as one of the most trusted financial planning firms in the UK.

We deliver a comprehensive financial planning service, helping clients achieve their life goals. We are the leaders in our profession, demonstrating the ultimate in professionalism through the calibre of the service we provide.

We are RQ Certified

RQ Certification offers a multi-dimensional view of a financial planning firm, detailing its regulatory track record and reputational standing. The process involves an in-depth look across each of the following areas:

• Regulatory history
• Services and independence
• Client base
• Team and qualifications
• Business fundamentals and governance

Their ratings are updated on an ongoing basis and give professionals confidence to connect with like-minded, high-calibre financial planners.

We are Registered Life Planners®

Life planning creates a more valuable and meaningful experience for the client. Since it’s based on the unique client, life planning provides more individually tailored, satisfying, and sustainable financial advice.

By earning the RLP® designation, financial planners show they’re trained to listen deeply and help clients discover, articulate, and then achieve their life dreams–using expert financial planning to bring those dreams to reality.

We are independent, unbiased and impartial

We will only ever act in your best interests. That means no hard sell. As independent financial planners, we have unrestricted access to the whole of the market. That means you know if we recommend something to you, it’s solely because we think it is right for you based on the outcomes of your financial plan.

An evidence-based approach to investing

Our investment planning solution is backed up by Nobel Prize-Winning economics and data from more than 50 years of research. We focus on long-term results, minimising risk and management fees to ensure success that will comfortably fund your personal financial goals.

Fee transparency

We are honest and open about our fees and process from the outset. With our transparent charging structure, you can be confident you will never be surprised by any hidden costs.

A simple, friendly, pain-free process

We are here to make complex issues easy-to-understand. We take the burden from you and allow you to enjoy your life, confident that your finances are in expert hands.

A company our clients are happy to recommend

Don’t just take our word for it; read what our clients have to say!