Why choose us?
The world of Financial Advisers and Planners is densely populated. It can be hard to know who to choose.
We believe our dedication to financial planning, bespoke investment portfolios, independence and local presence make us stand out from the crowd.
We're financial planners
Proper planning for multiple generations
Unlike Financial Advisers, we do not undertake transactional work. We believe and know that everything is related; ‘holistic’ financial planning means looking at everything at the same time.
We obtain a full understanding of your entire financial situation in order to provide the correct advice. That way, you can ensure you are making positive changes in every area of your financial life. Because of our holistic and thorough approach, we often act for three generations of clients to ensure wealth is passed down efficiently.
Free to focus on you
All financial advisers are either restricted to a particular group of products, or they are independent and free from any outside influence. We are and will always be completely independent.
Being independent means that we are free to focus on working with you, without any restrictions or incentives from anyone else. If you need any sort of financial product, we look at all options in the whole market and recommend the most suitable option for you. Sometimes we don’t recommend any financial product at all.
We pick bespoke investment portfolios
No two clients have the same investment portfolio
We base your portfolio on your unique objectives and risk profile, picking investment funds based on a tried and tested approach of quantitative and qualitative analysis.
Instead of using a model portfolio, we look at the entire investment universe. We review your investments regularly to ensure they are still meeting your objectives. You can learn more about our investment approach here.
We're local specialists
Helping local people to achieve their goals
Whilst we predominantly work with clients across the East Midlands, particularly Derby, Nottingham and Ashbourne, we have clients all over the UK.
You will note that no other financial advice firm in Derby has the experience, bespoke approach and staff resources that enable us to provide the highest levels of bespoke financial planning to our clients.
Advice you can trust
In an age where financial scams pose a real threat to people’s livelihoods, you should always look out for any financial professionals who do not appear on the Financial Conduct Authority’s (FCA) register.
You can find our entry on the FCA register here.
A client since 2006
A client since 2016
John and Tara
Clients since 2007
A client since 2006
A client since 2014