How we work
We work with professionals, business owners, individuals and families who are looking to preserve and grow their long-term savings and investments.
Our clients rely on us to look after their wealth – in many instances their entire livelihoods, everything that they have earned in their working lives. In effect they give our team the privilege of looking after what is probably the most important thing in most peoples' lives after their personal health and their families.
The value of all investments can go up or down, so our job is to show clearly every day that we deserve the trust placed in us to protect and grow our clients’ wealth.
Why choose us for financial planning
We can work with you in whatever way suits you: in person or over the phone, on an ad-hoc or long-term basis.
The support of a team of in-house experts for any complex financial planning needs as well as tax-efficient and specialist investments.
A highly-qualified and experienced team of investment professionals to support any investment requirements from your financial plan.
A demonstrable track record of outperforming clients’ expectations.
Request a callback
What matters to us is what matters to you
We always act in your best interests, so the clarity and clear direction we provide mean you can enjoy the peace of mind that comes from understanding and feeling understood, in a trusted and long-term relationship. After all, we believe that after your family, friends and health… achieving financial health and wellbeing, for yourself, your family and future generations, is probably the most important determinant of your quality of life.

How we can help you
Investment advice
Our investment managers will expertly manage your assets to achieve the goals set out in your financial plan. We build portfolios that support your investment requirements and take into consideration your overall financial aspirations.
Take me to investment adviceRetirement planning
When planning for retirement, we have more choices than ever before. Our retirement planning service can help you build the wealth you need, to achieve the retirement you deserve.
Take me to retirement planningEstate planning
Deciding how you will pass on your estate and planning for it can be complex. We can advise on how to structure your estate efficiently so that your wealth is assured for the next generation.
Take me to estate planningAwards and recognition

Wealth Planning Team

Wealth Planning Team

2020 thewealthnet Top Financial Planning Companies

Financial Advisor Team of the Year

Financial Advisor Team of the Year