Why choose us?
A trustworthy team who cares
We attract talented and passionate individuals who dedicate their working lives to helping people stay in control of their finances and reach their goals.
All of us – whether we’re financial planners, paraplanners or part of the administration team – know that the integrity of our work comes first. But that’s not the only reason to trust us, we can reel off plenty more…
We do it all
Answer life's big questions
We don't want you to ignore those concerns. Come to us for advice, guidance and a better understanding about what your next steps are.
Independent financial advisers
By not being tied to one particular provider, we have the freedom to make recommendations based on what’s right for your situation and provide the best outcome.
Backed by a strong support team
We’re bolstered by being a large firm and have specialist compliance, technical, paraplanning, sales support and finance teams. It’s a dream team in the eyes of our clients.
Advisers around the UK
Take advantage of our team who are located in every pocket of the country. Be reassured that you won’t be speaking to someone many miles away.
Development is at our core
Many advisers within the firm have gained higher level qualifications and individual Chartered status and Fellowships through our in-house exam training academy.
Fully authorised and regulated
You can be reassured that you're in safe hands. We're regulated and authorised by the Financial Conduct Authority (FCA) and take our role seriously.
On your side
It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products.
We invest in this to better serve our clients and create a smoother planning process, one which keeps you informed along the way.