Why choose us?

Choosing a financial planner is a big decision, so it’s important that you know we’re the right fit for you and your needs. Here are some of the reasons why our clients pick us.

Because we’re Chartered

Chartered status is the gold standard of the UK financial services profession. It represents our total professionalism and integrity. It’s an accolade only a few firms manage to achieve. Find out more about what it means to work with a Chartered firm.

Because we’re real financial planners

As financial planners, we focus on people and what’s most important to them. We don’t try to sell financial products, but instead look to the future – towards your goals and aspirations, and how we can help you achieve them.

Because we have dual authorisation

We’re regulated in both the UK and Australia and have built a team of advisers who are qualified to give advice in both jurisdictions. This means we’re able to support our clients throughout their entire journey between the two countries.

Because we’re independent

As an independent firm, we’re able to give truly objective advice – something that’s particularly important when focusing on the individual.

Because we strive to do better

We’re always looking for ways to improve our service. Through professional development, sharing ideas and always striving for more, we can ensure we truly add value to each and every client, both now and in the future. Our CPD policy can be viewed here.

Because we come highly recommended

Don’t just take our word for it. With several awards under our belt, numerous five-star Google reviews across all of our branches, plus some truly life-changing customer experiences, we’re proud to say we’re highly rated.