Your future, our expertise

Your future, our expertise

“The sort of personal service that larger firms would love to emulate! Keep it up.”

D. Walker

When clients join us, they stay with us. 

Their loyalty and willingness to recommend us to their colleagues, friends and family means we rarely advertise. They tell us we're different from the financial advisers and brokers they've dealt with before and you can read their comments around this site.  

We help our private clients in several ways: our core financial planning service, mortgages, insurance and our specialist investor visa service for Chinese and Russian nationals. Talk to our team if you'd like to know more. You'll find us helpful, professional, never pushy and always willing to answer your questions. 

Our Advice Team

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Jonathan Douglas – Chartered Financial Planner

Jonathan Douglas

Chartered Financial Planner

Sarah Wilson-Trainor – Chartered Financial Planner

Sarah Wilson-Trainor

Chartered Financial Planner

Rob Smith – Chartered Financial Planner

Rob Smith

Chartered Financial Planner

Ella Davies – Chartered Financial Planner

Ella Davies

Chartered Financial Planner

David Baker – Head of Mortgages & Financial Planner

David Baker

Head of Mortgages & Financial Planner

Ross Glanfield – Chartered Financial Planner

Ross Glanfield

Chartered Financial Planner

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Suzanne McGowan – Financial Planner

Suzanne McGowan

Financial Planner

Kun Liu – Chartered Financial Planner

Kun Liu

Chartered Financial Planner

Kevin Neil – Chartered Financial Planner

Kevin Neil

Chartered Financial Planner

Neil Sadler – Chartered Financial Planner

Neil Sadler

Chartered Financial Planner

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Work With Us

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies