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.
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
Mark Morgan
Senior Financial Planner
Michael Kennedy
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Partner
Ross Glanfield
Partner
Sarah Wilson-Trainor
Partner
Blog
Lifetime Allowance Changes
After the announcements for the Spring Budget 2023, Edward Backhouse shares his thoughts about the Lifetime Allowance being abolished from April 2024 (with the Lifetime Allowance tax charge being removed from April 2023).
Spring Budget Summary 2023
On Wednesday, Chancellor Jeremy Hunt presented his first budget. Following the update, we have a summary for you to read. The summary features top-level details of what was reported and the measures the Government has chosen to implement. It covers all the key changes, and you'll hopefully find it a useful overview.
A record-breaking amount raised in 2022
Our team didn’t hold back with their charity fundraising in 2022; we had people signing up to get involved in all sorts of events to make the most money possible. Learn more about how we raised our record-breaking amount last year.
Care fee planning can be complex so having an expert to help & advise makes life easier