The art and science of financial planning

Creating a life with financial certainty for you and your family, is the art of what we do. Our values-based financial planning service is based on your values and what is important to you. The science comes when we combine your financial ambitions with the latest technologies and solutions, to create a financial plan that will give you the comfort and stability to live the life you want.

Who do we work with?

We specialise in providing financial advice to certain types of people.

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Why choose us?

We're independent, local and most importantly, approachable.

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Meet the team

We work with clients and professional advisers throughout the Midlands.

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Focus on

A series of resources to help you understand key financial topics.

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What do our clients say?

  • Gurmit has been managing our financial affairs since we sold our business, over 10 years ago. She has always shown a very caring approach to us and our finances. The most important thing for us is that she listens, understands what we need and explains some quite complex matters in plain English. We would not hesitate in recommending Gurmit to look after your financial affairs.

    Rick and Sue Francis, Lincoln

  • Gurmit has been our financial adviser for three years and has been a pleasure to work with. She has spent a lot of time getting to know us and our circumstances. She approaches everything in a no nonsense manner and manages to explain everything in a way that we both understand (one of us is a Chartered Accountant and the other is not financially minded)!

    Martin and Beth Rogers, Repton

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