About us

We believe that financial advice should focus on you as an individual, not solely your money.

Our initial task is to take away your immediate financial concerns. We’ll then get to work securing your financial future, based on your aspirations for the years to come.

Learn more by watching our video

Knowing and understanding you

We form long-term relationships with our clients, getting to know you:

  • What worries you?
  • What do you believe?
  • What makes you tick?
  • What do you want out of life?

Clients who work with us enjoy three fundamental and key benefits:

  • Clarity and organisation of their financial affairs
  • A long-term and enjoyable working partnership
  • A financial plan to deliver their most important goals, aspirations and desires

Care and attention

We treat every client in the same way we would expect other professionals to treat our mothers. We won’t suggest or recommend you do anything that we personally wouldn’t do or crucially, anything that we would not recommend to our own family.

Our knowledge, skills and experience are vital. However, the fact we care is far more important. As Theodore Roosevelt said: “People don’t care how much you know until they know how much you care.”

You might come across advisers who seem cheaper, or smarter. But over the course of our relationship, it is the trust, personal touches and care which sets us apart.

Stock markets may be volatile, but our values are steadfast.

“People don’t care

how much you know

until they know

how much you care.”

– Theodore Roosevelt

Specialist advice

We do our best work for two types of clients:

Those people who want to make
work optional

That means ensuring you can draw enough income from your pensions, investments and savings, to deliver your chosen lifestyle over the next two, three, even four decades.

At the same time we will help you think about the financial legacy you will leave, as well as how you can help and protect your family, when you are no longer here.

People who are slightly older and have
already retired

Ensuring you have a sustainable income is vitally important. For many people though, especially as they get older, the desire to provide financial assistance to their children and grandchildren becomes stronger.

That continues after death too as you probably want to maximise the amount left to your family and good causes, while minimising the tax liability.

Challenging convention

We want to change the way you think about investing.

We use decades of the finest global academic research to provide you with a disciplined, structured and ultimately successful investment experience.

We will not speculate, forecast or attempt to crystal-ball gaze in the way that others do. We believe that approach to be flawed, detrimental to your wealth and outdated.