Truly Independent Financial Planning, Protecting Your Wealth and Securing Your Future

We provide trusted Independent Financial Advice and Estate Planning Services.  With integrity and professionalism, we put clients first at all times and aim to exceed their expectations.  Through this approach, we maintain strong, long term relationships with clients and help them to achieve their financial goals in their personal and their business lives. 

Choosing a financial partner is one of the most important decisions you will ever make. Take your time, and choose wisely, and we hope that we earn the right to work with you in the future.


We are pleased to offer you an initial meeting, at our expense, to help and assist you in protecting your loved ones, protecting your wealth and importantly in planning your future.  

This will also help you in making financial plans to assist you in your lifestyle and personal goals. 



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How We Can Help You

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Online Tools

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Meet the Team

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Main Office

Solomons Lane
Shirrell Heath
SO32 2HU