A Top 100 Independent Financial Planning firm - offering holistic planning advice for a fixed fee

Our financial planners in Nottingham and Lincolnshire can work with you to establish what you want to achieve now and for the rest of your life, discussing your worries and priorities along the way. We analyse your entire financial situation now and forecast what it will look like in the future. It might sound complicated, but we make sure even the most complex of advice is clear and easy to understand.

We design a clear financial plan, including advice about investments, minimising tax, and planning for the unexpected. All of which gives you the best chance of comfortably doing everything you wanted.

Our goals-based and holistic financial planning approach means we can answer important questions. That includes knowing when you will be financially independent, when you can afford to retire, if you can support your family financially, or if your planned lifestyle is sustainable. This way of working has seen us awarded a place in Top 100 Financial Planning firms in the UK for the last 5 years!

We offer meetings in person in our Nottingham and Lincoln offices, or online for clients around the UK. Click HERE to book now and select your preferred option.

Are you...

Planning to retire?

We help you feel confident about retiring, with a regular income so you can tackle your bucket list in the years ahead.

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Already retired?

We help you structure your wealth wisely in retirement, so you can live comfortably as well as planning for your legacy.

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Receiving a lump sum?

We help you make positive use of your lump sum, whether it be to simply enjoy it, pay off debts or create an income.

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Receiving an inheritance?

We help you use your inheritance in a meaningful way; being sensitive to what your loved ones may have wanted.

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Winning the lottery?

We help you make smart, considered decisions about your unexpected windfall, so you can live the life you always dreamed of.

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Selling a business?

We help you keep taxes to a minimum, and create a strategy to support you as you move into the next chapter of your life.

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Get in touch

If you would like to get in touch with us, please complete the form and we'll get back to you.

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