Built to be Chartered
We're Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future. We aim for our standards of service and advice to exceed that offered by other firms.
By choosing a Chartered firm, our clients have the reassurance that they're in expert hands. Our Financial Planners are highly qualified and supported by a team providing in-depth research, technical analysis and excellent client service. Financial planning isn't just about pensions, tax and ISAs; it's also about becoming financially better organised and working together to make sure you are on track to achieve your financial and lifestyle goals and objectives.
FAQs
We are here to answer your questions.
Click the link below to read some of our frequently asked questions. If you don't find what you are looking for, fill in our contact form, and we will be in touch.
Our team
Anna Sinelnikova
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Dan Cockayne
Chartered Financial Planner
Edward Backhouse
Chartered Financial Planner
James Potter
Chartered Financial Planner
Joel Adams
Founder & Chartered Financial Planner
Jonathan Halsall
Partner
Keith Marcroft
Financial Consultant
Louie Butlin
Chartered Financial Planner
Mark Morgan
Senior Financial Planner
Neil Sadler
Partner
Rob Smith
Partner
Ross Glanfield
Partner
Sarah Wilson-Trainor
Partner
Blog
It is important to think about life insurance
Just 50% of households with mortgages in the UK currently have life insurance, leaving many families exposed to potential financial difficulties in times of crisis. It is important to think about life insurance, Donna explains more...
Financial planning in your 40s
Financial planning becomes even more critical as you approach retirement age. Keith Marcroft explains some of the key steps to consider when creating a financial plan in your 40s.
Setting financial goals
Without a clear roadmap, it can be challenging, stressful and confusing when trying to achieve your financial goals. Working with a financial planner can help you take control of your finances. Louie Butlin explains more...
Careful planning can help you reduce your IHT bill on your estate