About us

2004

Our formation

Almost twenty years ago, Arcus was formed by David and Paul.

Based in the heart of Cheshire, we wanted to create a firm which provided advice and services throughout the UK through a network of qualified and professional financial planners and mortgage advisers.

2006

Moving with the times

We decided to go back to basics with a blank sheet of paper and asked ourselves, “What would the ideal IFA practice look like?”.

By investing in technology and launching our investment portfolio advisory service, we freed up our advisers’ time, so they can do the most important and enjoyable part of their role – looking after clients.

2007

Continuous development

Ever since we started, we’ve been committed to undertaking regular training across all areas of financial planning.

In 2007, we launched our internal exam training academy so we could carry on delivering the best service for clients. Since then, many advisers have gained higher level qualifications and individual Chartered status and Fellowships through our training academy.

2009

Becoming Chartered

In February of that year, we celebrated achieving Chartered status. This symbol of trust issued by the CII demonstrates our commitment to an overall standard of excellence and professionalism.

Chartered status is only awarded to deserving firms that satisfy rigorous criteria relating to qualifications and ethics.

2010

Maintaining quality

As you can tell, the business was constantly evolving, and we were – and still are – looking at ways to better our service.

We brought in integrated wrap platforms, which enabled us to work seamlessly and more efficiently, and we also introduced client fee charging into the firm.

2015

Changing things up

We’re always staying on top of our game and looking at new ways to add value to our service.

In 2015, we completed a transformation of our investment proposition to include model portfolios, multi-asset funds and discretionary managers.

2020

Reaching a milestone

It was time to celebrate in 2020 as we achieved having 100 advisers in the firm, making us one of the largest firms in the North of England.

Reaching this milestone is a testament to the business we created, and it allows us to reach more clients all over the UK and support them in reaching financial freedom.

Financial planning is a journey to achieve both your financial and lifestyle goals. Arcus’s independent financial advisers provide coaching, education, and support to guide you along the journey.

Aims for the future

We’re financial advisers who are improving the lives of our clients. We believe that opportunities for learning and developing are always around us.

That’s why we are committed to undertaking regular training across all areas of financial planning, so we can carry on delivering the best service for clients and equip them with a plan for a secure future.

Find an adviser

Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.

Sham Ahmed
Independent Financial Adviser
Gurvinder Singh
Independent Financial Adviser
Graham Carney
Independent Financial Adviser
Jonathan Sharp
Independent Financial Adviser
Darren Weatherby
Independent Financial Adviser
Julius Thompson
Independent Financial Adviser
Tom McCullagh
Independent Financial Adviser
Chate Dosanjh
Independent Financial Adviser
Mark O’Hara
Independent Financial Adviser
Danielle Woodhouse
Independent Financial Adviser
Irina Marta
Independent Financial Adviser
John Field
Independent Financial Adviser
Ted Shaw
Independent Financial Adviser
Matthew Parr
Independent Financial Adviser
Matt Birch
Independent Financial Adviser
Sam Vyas
Independent Financial Adviser
Hiren C. Patel
Independent Financial Adviser
Chris Young
Independent Financial Adviser
Kevin Hamblin
Independent Financial Planner
Ross Keeling
Independent Financial Adviser
Paul Philp DipPFS
Independent Financial Adviser
Mark Wheatley
Independent Financial Adviser
Adu Apraku
Independent Financial Adviser
Chris Carney
Independent Financial Adviser
Fiona Garrett
Independent Financial Adviser
Graham Duggan
Independent Financial Adviser
Ian Carter
Chartered Financial Planner
Ian Thompson
Independent Financial Adviser
Jim Coudis
Independent Financial Adviser
Jim Henderson
Independent Financial Adviser
Malcolm Simpson
Independent Financial Adviser
Adrian Corless
Chartered Financial Planner
Peter Jones
Independent Financial Adviser
Peter Thorp
Independent Financial Adviser
Poonam Chudasama
Independent Financial Adviser
Richard Pierce
Independent Financial Adviser
Robert Curwen-Reed
Independent Financial Adviser
Sam Cartwright
Independent Financial Adviser
Sohail Siddiqui
Independent Financial Adviser
Steven Broady
Independent Financial Adviser
Tony Collier
Independent Financial Adviser

Testimonials

When Arcus advised my late parents, I was very grateful for the patience and sensitivity that was shown. In my own dealings with them, I always feel that I am in safe and competent hands.
My adviser has, at all times, been courteous, professional and provided an exemplary service, often investing significant time and effort into researching issues for which they received no specific financial benefit and did not fall into their remit.
Since becoming redundant, my adviser has provided clarity on the financial issues I was facing and given me the courage to move forward. They also provided good advice on where to invest my savings, which will support me and my partner into old age.
I had reached 55 and was looking to cash in part of my pension. I gave my adviser all my details and he sorted everything out. I had two small pensions which he dealt with, and he was pleasant and professional at all times.
Even though there is a risk of information overload with buying a house, my adviser always explained things thoroughly and calmly which made the process less stressful. It's been incredibly reassuring to have them on our side.
We’ve used our adviser at Arcus for more than 13 years and find that he only gives true and honest advice. He’s never pushy and always puts our best interests first. We’ve recommended him to family and friends and will continue to do so.
From the very start, my adviser made me feel comfortable discussing financial matters and going into great detail to help me understand and make the right decisions for me. He builds up a trusting and friendly relationship.
I am so grateful for the valuable advice my adviser provided and for taking the time to speak with me. He’s truly a great adviser and I will recommend him to my friends and family in the future.