Our advice is multi-generational

It’s very much a family affair when you work with us. We care about the people close to you just as you do, and it’s not uncommon for us to help multiple generations within the same family, often spanning decades!

We’re relationship-focused

We take these things personally. That means going beyond the financial issues to connect on an emotional level, always making sure our empathy shines through – whether it’s in person, on the phone or via video call.

We make things easy

Understanding your financial situation can be a complex process – so we’re committed to making it as simple as possible. Our ‘capital schedule’ is a great example of this: a one-page summary of your net worth that makes it easier than ever to plan your next steps.

We’re real financial planners

We put people before products and look at the bigger picture. As financial planners, we focus on you; your hopes and dreams, your challenges and your needs. Only once we’ve got a deep understanding of that, do we make financial recommendations.

Our planners are Chartered

Both Claire and Val are Chartered Financial Planners and Fellows of the Chartered Insurance Institute (CII). This status represents one of the highest standards in the profession, and demonstrates that you’re working with someone who has proven technical and ethical excellence.

We’re independent

As an independent firm, we’re not limited as to the kind of products and advice we can give. We have the freedom of the full market, which means we can truly find the best options to suit your circumstances.

We’re committed to improving outcomes for Women

We have signed and pledged our support to the Women in Finance Charter, a pledge for gender balance across financial services.

Too few women in financial services get to the top. Plenty of young female graduates join financial services firms, but these women do not progress beyond the mid-tier or they leave the sector entirely. The charter reflects the government’s aspiration to see gender balance at all levels within firms operating in the financial services sector and demonstrates our commitment to nurturing female talent within the profession.

The Charter:

• commits firms to supporting the progression of women into senior roles in the financial services sector by focusing on the executive pipeline and the mid-tier level;
• recognises the diversity of the sector and that firms will have different starting points – each firm should therefore set its own targets and implement the right strategy for their organisation;
• requires firms to publicly report on progress to deliver against these internal targets to support the transparency and accountability needed to drive change.

You can read more about the Women in Finance Charter here: Women in Finance Charter

As at 30 September 2022, we are proud that 2 of our 3 board members are women (ie 67%), therefore, our target under the Charter is to maintain at least  50% of  women in the Senior Management Team. We also actively encourage and support our team members to gain their professional qualifications, to progress within the team.

We’re a Chartered firm

Achieving Chartered status from the CII means that we adhere to an ethical code that underpins broader commitments to professional values.

These commitments include putting our customers’ interests first, investing in ongoing development of our team’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.

More information can be found here in this short video from the CII: What being Chartered means

We are Cyber Essentials certified

Cyber Essentials is an independently verified accreditation, demonstrating and reassuring our clients that we take their cyber security seriously.

The process follows a self assessment against five basic security controls, and a qualified assessor verified the information provided.