Business Details
28 Years
experience
Your Trusted Financial Planning Partner in Cirencester
We are Chartered Financial Planners dedicated to helping clients achieve meaningful financial futures. Since 1998, we have provided purpose-driven financial planning in the Cotswolds and beyond, combining technical expertise with a deep understanding of personal goals. Our LifePath approach aligns financial strategies with lifestyle aspirations, ensuring clients maintain control over their financial decisions. With Chartered status and a commitment to ethical standards, we specialise in retirement planning, tax minimisation, inheritance management, and life transition support.Our team prioritises transparency, client education, and long-term relationships, reflected in our 93% client satisfaction rate. We believe financial planning should empower individuals to make informed choices without jargon or complexity. Regular reviews and adaptive strategies ensure clients remain on track despite changing circumstances. Our services cater to diverse life stages, from career crossroads to bereavement support, always placing client needs at the forefront. This philosophy has earned us recognition as a trusted advisor in the financial planning sector.
Services
Retirement Planning
Tax Minimisation
Inheritance Management
Divorce Financial Planning
Career Transition Advice
Portfolio Management
LifePath Strategy
Money Coaching
Estate Planning
Pension Reviews
Details
- Year established: 1998
Highlights and features
- Chartered Financial Planning expertise since 1998
- Personalised LifePath methodology for holistic financial strategies
- 93% client satisfaction rate with transparent processes
- Specialised support for life transitions and retirement planning
- Ethical approach with family-like client relationships
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
What people say
Exceeded expectations
Knowledgeable and friendly
Ethical and reliable
Family-like relationship
Financial confidence improved
Services
Retirement Planning
We help clients create sustainable retirement income plans tailored to their desired lifestyle. Our approach considers pension optimisation, tax efficiency, and investment growth strategies. With regular reviews, we ensure clients maintain financial confidence throughout their retirement years.
Tax Minimisation
Our tax planning services identify legal opportunities to reduce tax liabilities across income, capital gains, and inheritance taxes. We implement strategies aligned with clients' overall financial objectives while maintaining compliance with current regulations.
Inheritance Management
We develop strategies to preserve wealth for future generations while minimising inheritance tax burdens. Services include will reviews, trust structures, and gifting strategies that balance family needs with tax efficiency.
LifePath Strategy
This holistic approach combines lifestyle planning with financial strategy to create actionable roadmaps. We help clients define their ideal future and implement financial plans that adapt to evolving personal and market conditions.
Money Coaching
Our coaching program addresses behavioural aspects of financial management. We help clients overcome limiting beliefs, establish healthy money habits, and develop sustainable financial practices for long-term security.
People
Huw Jones
Director and Chartered Financial Planner
With over 25 years' experience, Huw specialises in retirement planning and tax-efficient strategies. He holds Chartered Financial Planner status and focuses on building trust through ethical guidance and client-centred solutions.
Sarah Egan
Paraplanner
Sarah provides technical support for financial strategies, ensuring accurate implementation of client plans. Her expertise in regulatory compliance and investment research strengthens our service delivery.
Anne Manning
Administrator
Anne manages client communications and operational processes with meticulous attention to detail. Her organisational skills ensure smooth implementation of financial plans and client support.
Questions
What financial planning services do you offer?
We provide retirement planning, tax minimisation, inheritance management, and life transition support through our LifePath methodology.
How are your services priced?
Our fees vary by service complexity. Visit our Fees page for detailed information on charges for specific financial planning services.
Do you offer free initial consultations?
Yes, we provide 15-minute complimentary consultations for new clients to discuss their financial planning needs.
What areas do you serve?
While based in Cirencester, we work with clients across Gloucestershire, the Cotswolds, and throughout the UK.
What qualifications do your advisors hold?
Our team includes Chartered Financial Planners with specialist credentials from the Chartered Institute for Securities & Investment.
How often are financial plans reviewed?
We recommend regular reviews to adapt plans to changing circumstances, typically annually or when significant life events occur.
