Are you ready
to realise your
potential?

We offer a refreshing approach to family financial planning, and are here to help you bring your dreams to life. This could be the pursuit of a more fulfilling lifestyle, supporting your children or grandchildren, making a positive impact on society, or as is often the case, a working balance of all three.

For us to be of greatest benefit to our clients, it is our responsibility to make sure we are compatible together. You will be passionate about gaining a wider understanding of your financial potential, and willing to make a longstanding commitment to achieving your goals. You will also have access to financial resources that more than meet your needs. If this is you, we’ll be there for the journey.

Your journey with us

Our unique solution follows six clearly-defined stages. Rollover the icons to find out more…

The Capability Explorer

We begin the process by focussing solely on you. Together we will take an in-depth look at your assets, liabilities, income and expenditure, to gain an accurate overview of your situation.

The Vision Meeting

Here we will explore the hopes, dreams and priorities you have for your life, your family’s future, and your wider community.

The Strategy Meeting

At The Strategy Meeting we unite your financial capabilities with your vision, working together to devise an achievable step-by-step plan.

The Family Impact Discussion

The opportunity to bring your family together and broaden your plans, taking into consideration how your strategy may involve and impact each of your family members

The Implementation Meeting

Once your strategy is agreed and formalised, we can start to put it into action.

The Progress Appraisal

An integral part of our commitment to you, we will meet with you regularly to review the steps made towards your vision and make any necessary changes. Progress Appraisals will take place at least once a year, and more frequently if required.

Our mission

We’re proud to be different. Discover what we think sets us apart and the values that are important to us.

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Events

We are trialling our new Probate Service and are looking to complete one probate for free. More information can be found here

 

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From the blog

In her new blog post Gina now takes a look at some of the other things we do for our clients: “We have discussed some of the things...

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Your vision

Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.

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