We have a proven track record for excellence in financial planning
Satisfied clients on an
Qualified experts in independent financial advice
Of clients would
*Based on customer feedback surveys taken between July 2016 and June 2017
Our CII Corporate Chartered Status puts us in the top 10% of advisory firms in the country.
Qualified and Knowledgeable
All of our advisers have passed rigorous professional examinations, and continually work to expand their technical knowledge.
Honest and Impartial
We’re clear, upfront and completely independent, with transparent pricing and absolutely no pressure to sign up.
We offer the opportunity to invest at market-leading rates via our proprietary investment platform, VisionWealth.
What Our Clients Say
Our latest feedback
The whole exercise in bringing my several pensions together in one portfolio has been very positive. My adviser Nathan Trowbridgehelped me realise that I should do some of the things I have always wanted to do but had been putting off, for example a trip to South Africa or going to a medieval history summer school in Cambridge. Knowing that there were sufficient funds to do these things and that my husband and the boys will still be secure, has made a huge difference to me.
I first sought advice about my pension from my adviser Chris Holland in 2008. He was the first adviser I have met who managed to explain the intricacies of the options in terms I could understand. His continued advice and support has been invaluable and our investments are performing well.
Peter and VivienNottingham
Over the last 8 years of working with my adviser Chris Prescott he has impartially guided me through the minefield of investments. It has never been too much trouble to him to help guide me whether I have been wishing to invest or withdraw funds from my financial pots.