You have received an inheritance from someone who matters to you.

You want to honour their gift to you by being smart with what you will use the money for. 

This is an opportunity to really create something meaningful and give yourself a big step up financially.

That’s where we come in…


What we do:

  1.  We start by listening and assessing.  We will look at your current state, talk about what is important to you and where you would like to be
  2. We will make a completely bespoke plan for you, using our independent advice and 25 + years of knowledge, creating the best fit for you
  3. We can provide ongoing advice and support for you, if this is what you need. 

What you can expect from us:

  • We will truly listen to what you say, and will keep asking questions until we have a clear picture of what is important to you
  • We will take the time to become an expert in your current and future plans
  • We will do what we say that we will do
  • We will provide you with clear and articulate reasoning for our recommendations
  • You will receive practical and useful advice that you can apply
  • Honesty, fairness and accountability

Get in touch:

We are ready to help you to create something meaningful with a thoughtful, measured, and effective plan.