Business Details
23 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2003, we have built a reputation for delivering dependable, fee-based financial planning and investment advice rooted in transparency and client-centric values. Our team combines over 250 years of collective experience with a commitment to treating clients as individuals, tailoring solutions to their unique goals. We prioritise long-term partnerships, underpinned by a network of financial experts and a dedication to exceeding expectations through clear, jargon-free communication.Our approach balances boutique-level service with the reach of a larger firm, supported by technical and administrative teams ensuring clients remain fully informed. With 1.95 billion in assets under management for over 2,800 clients, we focus on retirement planning, investments, family protection, tax strategies, and mortgages, all while maintaining the highest standards of professionalism and integrity.
Services
Retirement planning
Investments
Protecting my family
Tax planning
Mortgages
Details
- Year established: 2003
Highlights and features
- We build long-term partnerships based on your unique financial goals.
- Our team researches the entire market to find tailored solutions.
- Access to a network of financial experts with decades of experience.
- Proactive market insights to help you stay ahead of financial challenges.
- Clear, jargon-free communication to ensure full understanding of your plan.
Associations and certifications
- Financial Conduct Authority
- Swiss Life Group
What people say
Warm, well informed, friendly team
Expert advice
Heartfelt thank you
Secure lifestyle
Clear explanations
Services
Retirement planning
We help clients prepare for retirement by creating tailored strategies to maximise pension savings and ensure financial security. Our approach focuses on long-term growth while safeguarding against market volatility. With expertise in pension regulations, we guide clients through options to build a sustainable income for life after work.
Investments
Our investment services focus on growing capital through diversified portfolios aligned with individual risk profiles and financial goals. We offer strategic asset allocation and ongoing portfolio management to optimise returns. Clients benefit from regular reviews and market insights to adapt to changing economic conditions.
Protecting my family
We design financial protection plans to secure your family's future against unforeseen events. Services include life insurance, critical illness cover, and income protection tailored to household needs. Our advisors ensure coverage matches your family's lifestyle and long-term financial objectives.
Tax planning
Our tax planning services identify legal strategies to minimise tax liabilities across income, investments, and estate planning. We analyse current financial structures to optimise tax reliefs and allowances. Clients receive ongoing guidance to adapt to changing tax legislation and personal circumstances.
Mortgages
We provide mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our team compares market options to find competitive rates and suitable terms. We guide clients through application processes and help manage mortgage obligations in line with broader financial plans.
People
Chris Purves
Managing Director
Chris leads our team with over two decades of experience in financial services. He specialises in strategic wealth management and client relationship building. His approach focuses on combining technical expertise with personalised service to deliver long-term financial solutions.
Questions
What financial services do you offer?
We provide retirement planning, investment management, family protection, tax planning, and mortgage advice tailored to individual and business needs.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, then create bespoke strategies using market research and our expertise in financial regulations.
Are your financial advisors qualified?
Our team holds industry-recognised qualifications and has over 250 years of combined experience in financial planning and investment management.
How are your fees structured?
Fees are agreed individually based on service complexity, covering tailored reports, ongoing support, and technical expertise required for your financial plan.
Can you help with business financial protection?
Yes, we offer business-specific services including key person insurance, succession planning, and financial risk management tailored to company needs.
