Based in Berkshire, we are a specialist provider of independent advice and financial planning services to individuals, trusts and businesses located in the Thames Valley and surrounding areas. We work in partnership with other professionals to deliver services aimed at helping you create and grow your wealth, plan for your retirement, protect against the unexpected and tax efficiently pass your assets on to future generations. Our solutions are designed to take away the complexity and put you in control of your financial future.
Our values
We believe in building enduring and trusted relationships with our clients. We take time to understand your specific situation, goals and objectives, then design a strategy (Financial Plan) to meet your needs. As an independent firm we have access to products and services from across the market, so whatever your situation we will find an appropriate solution. Regular reviews keep you informed and ensure we account for changes in your circumstances or market conditions.
Financial matters can often be complex and overwhelming. Our approach is informal and welcoming where you can join us for a cup of tea and a chat. We provide 'sleepability' - a phrase we've adopted to describe how we put you in control, helping you to sleep at night. We take care of the detail so you can rest assured knowing your future is in safe hands.
Specialties
Financial Advice, Financial Planning, Investments, Pensions Planning, Pension Transfer Advice, Long Term Care, Trust Investments, Personal Protection, Business Protection, SOLLA, STEP, Cashflow Modelling, Equity Release, Annuities, Retirement Planning, Care Fees Planning
