Experts in financial planning and wealth management, retirement and succession planning, believing in long-term, personal relationships, combined with trusted independent advice. 

From inheritance tax (IHT) and pension advice, to investment management using the most advanced analytical tools, we will work with you on an individual basis, in order to design and deliver the right financial future for you.

Working with you

Deciding how to manage and invest your money is a significant task and the challenge of choosing the right solution can be daunting. Our experts work with you on an individual basis to eliminate as much of that uncertainty as possible.

Bespoke, jargon-free advice and the ability to choose from all product providers and solutions, will help you to make the best decisions for your finances.

Our personal approach enables us to get to know you, whilst providing regular reviews of your investments, pensions and tax affairs, to ensure they are delivering the best possible outcome.

How can we help you?

Financial planning for young entrepreneurs through to experienced business owners can require a range of services. From selling and planning for retirement, through to getting your assets in order for succession, it is important to receive clarity and feel confident about your future.  

Our financial planning team can help you with:

Have you watched our Inheritance Tax webinar?

Join us for our webinar series, covering the key issues and answering important questions about IHT.

Watch now

Making a difference 

We set high standards, always leading with honesty, integrity, and transparency, and as a result, have been recognised by the FT Adviser as one of the Top 50 firms for financial planning in the UK.

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Understanding you

Founded in 1988, our Financial Planning team have since built up years of trust and expertise, all sharing the same passion - to provide clients with peace of mind. We know what it means to have the right person by your side, believing that quality advice and support takes time. Our long-standing relationship and values as a team are reflected within the service we provide.


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Content image: /uploads/team/unknown.jpg Kyle Nethercott
Kyle Nethercott
Partner, Financial Planning
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Content image: /uploads/team/unknown.jpg Stephen Dick
Stephen Dick
Partner, Financial Planning
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Content image: /uploads/team/unknown.jpg Gary Cook
Gary Cook
Partner, Financial Planning
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Content image: /uploads/team/unknown.jpg Andy Hogarth
Andy Hogarth
Partner, Financial Planning
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