About us

We’ve been here in Knutsford since 2012. Having worked with each other previously, we decided we wanted to create a financial planning business together, dedicated to providing high quality advice to a select number of clients. Our experienced team focuses on retirement planning, investments, protection and mortgages.

With us, you will benefit from the undivided attention of a small firm. This means we know all our clients – we know what they like, right down to whether they prefer tea or coffee when they come to see us! It also means we know what their hopes and ambitions are, what their interests are and what they’re aiming to achieve.

At the same time, however, we have recourse to larger organisations. We benefit from working with Sense, from a compliance perspective and Para-sols for our report writing. This provides our clients with added reassurance and means they get the best of both worlds.

We’re all members of the Personal Finance Society and were delighted to be awarded the title “Chartered Financial Planners” by the Chartered Insurance Institute (CII) in 2013. This is only granted to firms who follow a demanding code of ethical practice, placing their clients’ interests at the heart of any advice they give.

We’re also pleased to be able to say that most of our business comes to us by referral from friends or family of existing clients. We like to think this is testimony to the fact that they believe we do a good job for them. So do have a look around the site and if you like what you see, please get in touch.