Business Details
22 Years
experience
Your Trusted Financial Planning Partner
Established in 2004, we are a leading firm of independent financial planners and wealth managers dedicated to empowering clients through insight-driven, transparent advice. Our approach combines deep market knowledge with a thorough understanding of individual client circumstances, ensuring impartial recommendations free from product bias. Recognised as a VouchedFor Top Rated Firm, we pride ourselves on our client-focused ethos, evidenced by 96.71% of clients recommending us and 98.77% confirming our understanding of their needs.Our team of chartered professionals delivers tailored solutions for individuals, businesses, and partner organisations across the UK, with a commitment to continuous improvement and ethical standards. Our inclusion in the Financial Conduct Authority's register (reference 1006718) underscores our regulatory compliance and industry credibility.
Services
Financial Planning
Wealth Management
Business Financial Services
Retirement Planning
Pension Advice
Tax Mitigation
Employee Benefits
Cashflow Modelling
Business Protection
Investment Management
Details
- Year established: 2004
Highlights and features
- We have over two decades of experience in independent financial planning.
- Our advice is completely independent and whole-of-market, ensuring recommendations are tailored to your needs.
- We are a VouchedFor Top Rated Firm, reflecting our commitment to outstanding service.
- Our team includes chartered financial advisers with specialist qualifications.
- 98.77% of clients confirm we understand their financial needs and objectives.
Associations and certifications
- Financial Conduct Authority
What people say
Enabled us to live the lifestyle
Given us the courage
More secure about financial future
Deep understanding of needs
Recommend due to knowledge and professionalism
Services
Financial Planning
Our financial planning service creates tailored strategies to help individuals and businesses achieve their financial goals. We assess current circumstances, future aspirations, and risk profiles to develop comprehensive plans covering investments, pensions, and tax efficiency. With a focus on long-term wealth growth and security, our approach ensures clients maintain control over their financial future while navigating life's changes with confidence.
Wealth Management
Wealth management solutions optimise high-net-worth individuals' financial resources through diversified investment strategies. Our specialists create bespoke portfolios aligned with specific objectives, balancing growth potential with risk management. The service includes estate planning, intergenerational wealth transfer, and tax-efficient structuring to preserve and grow assets across market cycles.
Business Financial Services
Tailored financial solutions for business owners and companies address succession planning, tax mitigation, and employee benefits. We help firms implement effective business protection strategies, cashflow management systems, and investment frameworks that support sustainable growth while safeguarding against financial risks and regulatory challenges.
Retirement Planning
Our retirement planning service ensures clients achieve their desired lifestyle post-retirement through comprehensive pension reviews and income strategies. We specialise in navigating complex pension rules, consolidating multiple pensions, and creating sustainable withdrawal plans that maintain financial security throughout retirement while minimising tax liabilities.
Cashflow Modelling
Cashflow modelling provides visual projections of future financial positions using sophisticated software tools. This service helps clients understand the long-term impact of financial decisions, plan for major life events, and test different scenarios to ensure financial resilience against market volatility and unexpected circumstances.
People
Jonathan Scott
Managing Director
With over 20 years in financial services, Jonathan leads our strategic direction and client-focused approach. He specialises in complex financial planning solutions and regulatory compliance, ensuring the firm maintains its reputation for integrity and excellence in independent advice.
Will Clow
Chartered Financial Adviser
Will provides expert financial planning advice to high-net-worth individuals, focusing on tax-efficient investments and retirement strategies. His chartered status reflects advanced professional qualifications and commitment to maintaining the highest industry standards in client service.
Trevor Johnston
Chartered Financial Planner
Trevor specialises in comprehensive financial planning for business owners, combining technical expertise with practical solutions for succession planning, asset protection, and wealth preservation across generations.
Philip Andrews
Financial Planner
Philip delivers tailored financial solutions to individuals and families, focusing on long-term wealth accumulation and retirement readiness. His approach combines thorough analysis with clear communication to help clients understand complex financial concepts.
Clare McFarlane
Operations Director
Clare oversees firm operations and client service delivery, ensuring efficient processes that support our commitment to exceptional client experiences. With extensive industry experience, she maintains our regulatory compliance and service quality standards.
Questions
What financial services do you specialise in?
We specialise in independent financial planning, wealth management, retirement strategies, pension advice, business financial solutions, and tax-efficient investment planning tailored to individual and organisational needs.
How are you different from other financial advisers?
Our insight-led approach combines 20 years' experience with whole-of-market independence, ensuring recommendations prioritise client needs without product bias or corporate agendas.
Can you help with business financial planning?
Yes, we provide tailored solutions for business owners including tax mitigation, employee benefits, succession planning, and business protection strategies.
Are you regulated by any official body?
We are authorised and regulated by the Financial Conduct Authority (reference 1006718) and maintain strict compliance with UK financial regulations.
How do you charge for your services?
Our fees are transparently structured and discussed during initial consultations, with costs clearly explained before any commitment to ensure complete financial clarity.
Do you offer ongoing financial support?
Yes, we provide regular reviews and continuous support to adapt financial plans to changing circumstances, ensuring long-term alignment with client objectives.
