How we’re different

Our care goes beyond financial advice

We work differently from other firms you may have dealt with previously. Our role is more than just being your financial planner. We help you make choices that will positively impact the rest of your life.

We are ahead of the curve in many ways, but what stands out the most is our commitment to your wellbeing. Retained clients can access a free session with Ian Traynar, our wellness coach, as part of our service. He offers clients support in addressing specific mindset issues related to leveraging finances and wealth. It’s an offering you won’t find anywhere else.

Meet Ian

We address environmental challenges

We work closely with Your Future Energy, a renewable energy consultancy business. Their director, Mark Freeman, is an expert in sustainable and renewable energy solutions, and we work together to advise on the best ways to invest in your property, save on energy bills and mitigate Inheritance Tax. These small changes can make a world of difference in the long run.

We like to challenge the status quo

You can count on us to challenge you. But we also challenge ourselves, our process and how we work. We’re independent thinkers who want to bring about change by thinking outside the box.

We don’t follow the herd, because being different is what sets us apart. You will enjoy working with us because we tailor our services to suit your bespoke needs and ensure your outcomes are always realistic.

We’ve got a well-seasoned team at the helm

With a perfect blend of determination and camaraderie, our team will give you their all and help you reach your goals. When we have an upbeat team behind us, great things happen. We come together to combine our knowledge and experience to better serve our clients.

Not only are we committed to you and your objectives, but we’re well qualified and always looking to develop our expertise further.

Meet the team