Business Details
18 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are a multi-award-winning firm of Chartered Financial Planners dedicated to helping clients understand and achieve their lifetime aspirations. Established in 2008, our approach prioritises personal goals over policy sales, focusing on long-term strategic planning. Our values of teamwork, dependability, openness, and compassion guide our interactions with clients and each other. With a heritage spanning over 40 years, we combine experience with innovation, offering services in financial planning, care fees planning, and trustee investment.Recognised by industry accolades including FT Adviser Top 100 status and Investors in People Platinum accreditation, we maintain a client-centric ethos. Our process involves listening to clients, enlightening them on possibilities, creating tailored plans, implementing actions, and regularly reviewing progress. We limit our client base to ensure deep relationships and provide peace of mind through structured, evolving financial strategies.
Services
Financial Planning
Care Fees Planning
Trustee Investment
Retirement Planning
Inheritance Tax Planning
Details
- Year established: 2008
Highlights and features
- 40+ years of combined industry heritage with innovative cash flow planning tools
- Client-centric approach prioritising personal goals over product sales
- Award-winning expertise recognised in FT Adviser Top 100 for six consecutive years
- Transparent, fee-based pricing structure ensuring impartial advice
- Specialist accreditations in later life and trust planning (SOLLA and STEP)
Associations and certifications
- Chartered Financial Planner
- Investors in People Platinum
- Society of Later Life Advisers (SOLLA)
- STEP Affiliate Member
What people say
Award-winning service
Expert retirement advice
Transparent pricing
Client-centric approach
Specialist care fees planning
Services
Financial Planning
We develop tailored financial roadmaps using advanced cash flow planning software. Our approach identifies lifetime goals, models resource allocation, and implements tax-efficient investment strategies. Regular reviews ensure adaptability to changing circumstances, legislation, and market conditions while maintaining focus on long-term objectives.
Care Fees Planning
Specialist advice navigates complex care funding systems, including local authority assessments and asset preservation strategies. Accredited planners help families understand funding options, implement sustainable payment solutions, and maintain choice in care provision for loved ones.
Trustee Investment
We provide trustee investment advice compliant with the Trustee Act 2000, including portfolio construction, risk profiling, and beneficiary needs analysis. Services cover both new trust establishment and reviews of existing arrangements to ensure ongoing suitability and regulatory compliance.
People
Matthew Bond
Chartered Financial Planner
Specialises in later life planning with SOLLA accreditation. Focuses on care fees solutions and intergenerational wealth transfer strategies while maintaining fiduciary responsibilities.
Peter Magliocco
Chartered Financial Planner
Award-winning adviser with expertise in retirement planning and trust structures. Regularly contributes to industry debates on pension freedoms and long-term care funding solutions.
Alistair Cunningham
Chartered Financial Planner
Trust specialist with STEP affiliate status. Advises on complex estate planning, including tax mitigation strategies and discretionary trust implementations for high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, care fees management, and trustee investment services tailored to individual lifetime goals.
How do you approach retirement planning?
Using sophisticated cash flow modelling, we create personalised plans that maximise resources while mitigating risks of outliving your savings through pensions optimisation and tax-efficient investments.
Are you qualified to advise on care fees planning?
Two senior planners hold SOLLA accreditation, with specialist expertise in navigating care funding options and local authority assessments while preserving asset control.
What investment options exist for trusts?
We offer 15 discretionary portfolios focused on value-for-money, alongside advisory services meeting Trustee Act 2000 requirements, with regular performance reviews and risk profiling.
How are your advisory fees structured?
Our transparent, pre-agreed fee structure ensures complete impartiality with no hidden charges, covering initial consultations through ongoing plan maintenance and reviews.
