About You

The money we manage is not our money – it’s our clients’ past and their future.

You may never have considered using a financial adviser before…

…or you may have an existing adviser but just feel you could be getting better advice.

You may have just received an inheritance or windfall and want to put it to good use.

You may own a business or professional practice and be wondering what the next step is.

You may be wondering when you can afford to stop work and do something different.

You may have pension pots all over the place but have no idea what they’re worth.

You may have already retired and be wanting to make sure you don’t run out of money.

You may be someone who doesn’t have the time to do your own financial planning.

If any of these sound like you, we are here to help. We work with a wide range of clients who predominantly live and work in the North East of England or the Manchester area. Some are business owners and professionals, others are planning for retirement. What unites them is a belief in how financial planning can help them achieve the lifestyle they want.

Happy with your financial adviser?

  • Or never used one before and no longer want to leave things to chance?
  • Want your investments to do the best they can?
  • Just not got the time or inclination to do the research yourself?

Thinking about retirement?

  • Wondering how much is enough?
  • Want to understand when and how?
  • Keen to explore the best options for you?

Business owner?

  • Thinking about selling your business?
  • But wondering when you can afford to do something completely different?
  • Want help with effective succession planning?