We know we are very different from most financial advisers – and we are proud of it.

Everything we do is carefully designed to give you what you need. Whether that’s a feeling of structure and organisation with your money, financial security with a regular income, or understanding when to make changes such as retiring from work or giving money away.

We know that in order to really help you, it’s not just about investing money for good returns, it’s about minimising taxes through sensible planning, keeping investment costs low, thinking innovatively and in conjunction with other experts where needed. Everything needs to be taken into account, and your situation stress-tested to make sure it is robust, with contingency plans in place.

Top 10 things that make us different!

  • We are an  independent  financial planning business. Otherwise known as an IFA. 85% of financial advice firms are independent.
  • Our initial consultation meetings are free of charge, and we offer meetings in person at our Nottingham and Lincoln offices or online for clients around the UK.
  • We charge  fixed fees. You can read more about that  here. Very few financial planning firms in the UK charge for their expertise in this way.
  • We are a  Chartered Financial Planning  company. We’re among the top 15% of financial advice companies in the UK with this gold-standard status.
  • We have five highly qualified, expert  Financial Planners.  Only 10% of financial planning companies in the UK have more than five advisers.
  • We have several Pension Transfer Specialists, able to give advice about defined benefit pensions. We are among the 23% of firms authorised to give advice in this complex area.
  • We are  multi-award winning. We’ve been voted a  Top 100 Financial Planning company for six years and Best Financial Adviser to work for in 2022, 2023, 2024 and 2025.
  • We have a holistic, goals-based approach. Our financial planners are trained through the respected  Kinder Life Planning Institute.
  • We have two in-house investment portfolio ranges with 10 risk levels. You can read more about that on our  dedicated investment website.
  • We serve clients around the UK remotely using Microsoft Teams, and otherwise using our offices in Nottingham and Lincoln.
  • Three of our five financial planners are female at a time when women make up only 16% of all financial advisers in the UK. 100% of our board are female or from a minority ethnic background.

Our Vision

Our vision as a business is to be the leading financial planning firm that sets the standard for innovation, trust and empowerment in our industry.

Holistic financial planning

We are financial planners.

We focus on you and what you want from life, not just your money.

Independent advice

When our plans include recommending a financial product, our independent status helps us find the best option without any restrictions.

Fixed fees

We charge fixed, all-inclusive, fees, based on the complexity of what you need, not the amount you invest.

A dedicated team

Committed to delivering the highest-quality financial planning, helping all our clients achieve their life’s aspirations. Our team is encouraged to improve their own skills, while enjoying the benefits of flexible working.

Highly qualified

As a Chartered Financial Planning firm, our team has some of the highest-regarded qualifications in the financial advice world, and we believe in continually improving our knowledge and skills.

Bespoke services

Each and every client receives a bespoke service, designed around their needs and values.

Independently owned

We are an independent firm, owned and managed by our board. All decisions are taken in-house without external influences.

Continual improvement

Core to our ethos of always seeking improvements, we regularly review our advice, systems and processes, as well as engaging specialists to provide their expert feedback.

Joined-up thinking

We believe in the importance of engaging experts to get best results. So, where needed, we will work alongside professionals such as your lawyer and accountant.