About you

You have recently made, or are intending to make, a significant personal change that will place greater demands on the management of your money and wish to manage this transition for your continued financial independence. This transitional phase in your life has prompted you to think about your plans for the future, together with a desire to;

– ensure financial security for you and your family
– make sure that your money works to support your immediate and future plans
– maintain control and make informed decisions
– bring clarity about the future
– move forwards with peace of mind

About us

We work alongside you to put you in control of your money and help you make sense of the complex financial world. Our objective guidance is driven by what you want your money to bring you, and your family, both now and in the future. We enjoy taking this approach, as it gives us the freedom to apply our financial expertise to deliver, and then implement, a strategic plan to make your vision a reality.


The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk.

If your complaint relates to products or services you have bought from us online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr