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.
About us
Built to be Chartered
By choosing a Chartered firm, our clients have the reassurance that they're in expert hands.
Investor visas
We advise and facilitate investments supporting TIER 1 (Investor) Visa applications to the Home Office.
Sustainable investing
Our investment experts have a wealth of knowledge and understanding when it comes to helping you decide which funds will meet your ethical beliefs.
Our team
Joel Adams
Founder & Chartered Financial Planner
Anna Sinelnikova
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Dan Cockayne
Chartered Financial Planner
Declan Davies
Chartered Financial Planner
Edward Backhouse
Chartered Financial Planner
James Potter
Chartered Financial Planner
Jonathan Halsall
Chartered Financial Planner
Keith Marcroft
Financial Consultant
Louie Butlin
Trainee Financial Planner
Mark Morgan
Senior Financial Planner
Michael Kennedy
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Partner
Ross Glanfield
Partner
Sarah Wilson-Trainor
Partner
Blog
Take control and give your finances a LIFT
Financial wellbeing is about having security and control over your finances and having the knowledge and reassurance that you have enough money to meet your needs. Take a read for some tips and guidance from Ed and James, our new Chartered Financial Planners.
Spring Statement Summary 2022
A public finance boost of £25-30bn gave the Chancellor some wriggle room when he presented his Spring Statement, but how did he use it? You can read some of the key highlights here and also download our Spring Statement Summary.
Can you see the future?
Having an open conversation with your family about your wishes should the unmentionable happen, is one of the most important aspects of financial planning. Does your family know of your wishes? Do they know where to go to access information about your finances?
Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.