Business Details
50+ Years
experience
Trusted Financial Advisers in Leamington Spa
Established in 1962, we are a family-run business with over 50 years of experience in providing impartial financial advice. Our mission is to help clients achieve financial independence and security through a holistic approach to financial planning. We specialise in pensions, investments, mortgages, and life insurance, offering proactive and professionally managed services tailored to individual needs.Our values of discretion, knowledge, experience, and ethical practice underpin our long-term client relationships. As a third-generation firm regulated by the Financial Conduct Authority, we combine deep industry expertise with a commitment to transparency and client-centric service.
Services
Pension Advice
Investments
Mortgages
Life Insurance
Inheritance Tax Planning
Details
- Year established: 1962
Highlights and features
- We offer over 50 years of combined experience in financial planning.
- Our family-run business prioritises long-term client relationships.
- Advisers hold advanced qualifications including FCISI and DipFA.
- We provide proactive, jargon-free advice tailored to individual needs.
- Regulated by the Financial Conduct Authority for client protection.
Associations and certifications
- Financial Conduct Authority
What people say
Personalised approach
Industry expertise
Long-term commitment
Financial security
Trustworthy advice
Services
Pension Advice
We provide expert pension advice to ensure financial security in retirement. Our advisers assess your current arrangements, calculate required income, and develop tax-efficient strategies. With 50 years of experience, we help clients navigate complex pension legislation and manage their largest assets effectively.
Investments
Our investment services focus on proactive portfolio management tailored to your risk profile. We offer model portfolios and customised solutions, with regular monitoring and adjustments. Our research-driven approach ensures optimal fund selection and adherence to stringent investment processes for cautious to adventurous investors.
Mortgages
We provide comprehensive mortgage advice for first-time buyers, property investors, and commercial clients. Our independent advisers research the entire market to find suitable products, offering ongoing support throughout the mortgage term. Services include residential and buy-to-let mortgages, re-mortgages, and limited company financing solutions.
Life Insurance
Our life insurance services protect loved ones through tailored assurance products. We offer term assurance, whole of life cover, income protection, and critical illness cover. Our advisers help clients select appropriate policies to safeguard against unexpected life events while ensuring cost-effectiveness and comprehensive coverage.
Inheritance Tax Planning
We specialise in reducing inheritance tax liabilities through strategic planning. Our services help clients preserve wealth for beneficiaries by utilising tax allowances and exemptions. With expertise in current legislation, we develop solutions to protect estates exceeding the 325,000 threshold while ensuring long-term financial security.
People
David Hutt
Managing Director
Fellow of the Chartered Institute of Securities and Investment, David has shaped financial adviser exams and appeared on TV/radio as a pension expert. He leads our team with 30+ years of experience in client-focused financial planning.
Tom Hutt
Financial Planner
Qualified with DipFA and CeMAP certifications, Tom specialises in holistic financial planning. He helps clients with retirement strategies, investment management, and mortgage solutions, combining technical expertise with empathetic client service since 2016.
Tom Hinds
Financial Planner
With a decade of industry experience, Tom offers personalised financial strategies. He focuses on retirement planning, wealth preservation, and protection solutions, maintaining a client-centric approach while staying updated on regulatory changes affecting financial planning.
Michelle Peake
Administrator
Michelle manages pension administration with meticulous attention to detail. Holding the Financial Planning Certificate, she ensures accurate processing of pension-related documentation and supports advisers with technical expertise developed over 25+ years in financial services.
Questions
What financial services do you specialise in?
We specialise in pension advice, investments, mortgages, life insurance, and inheritance tax planning.
Are you an independent financial adviser?
Yes, we are fully independent and regulated by the Financial Conduct Authority.
How long has your firm been established?
Our family business has provided financial advice since 1962, with 50+ years of combined experience.
Do you offer initial consultations?
Yes, we provide a free non-obligatory initial meeting at our expense.
What areas do you cover?
Based in Leamington Spa, we serve clients across the UK including West Midlands and Warwickshire.
How are your investment services structured?
We offer model portfolios and customised investment solutions tailored to individual risk profiles and financial goals.
