The Art and Science of Financial Planning

Our service combines the art of nurturing client relationships with the science of identifying the best solutions to meet your financial needs, based on your goals and aspirations.

Who Do We Work With?

We are specialists providing financial advice to those going through key life events

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Why Choose Us?

We are Independent Financial Advisers focused on helping you achieve your life goals

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Meet Your Financial Adviser

We have Independent Financial Advisers across the UK providing services at a local level

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Focus On

A series of free resources designed to help you understand key financial topics

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What Do Our Clients Say?

  • Paul has a very clear way of explaining complex issues, so for the lay person cuts through to what one needs to know. He is also very patient with the non-expert - it is always very helpful to get his input.

    Professor Adrian, Leicestershire

  • Technical expertise made simple.

    Ameeta, Nottinghamshire

  • Paul is one of those rare people who is able to hold an extremely deep level of knowledge on a topic and yet able to discuss it in layman's terms with us mere mortals, without making us feel ignorant.

    Anthony, London

  • I would highly recommend Paul to anyone in the unfortunate position of going through a divorce involving UK Pensions, especially to anyone seeking a British Pension Sharing Order in cases where claiming domicile or residency in the UK is not possible.

    Andrea, Houston TX

  • …quickly cleared up any items of confusion and gave concise, useful advice. Thanks!

    Bob, Shropshire

  • … helpful in making complex financial matters easier to understand with passion and humour.

    Eleanor, Warwickshire

  • Paul has the patience of a saint and takes time to reassure me and explain things with straight talking and no jargon.

    Janet, Derbyshire

  • I just want to thank you and your colleagues for all your work. You have been so efficient, pleasant and helpful. In these days of grim customer service…it has been so refreshing for me to have experienced this level of attention to detail and responsibility.

    John, London

  • A great source of patient, independent financial advice.

    Martin, Leicestershire

  • I found the service provided by my adviser and his administrator to be very friendly and professional. I was impressed at the way I was kept informed of the progress of my pension fund transfer at every stage.

    Steve, Cornwall

  • We have really been happy with the service. We were also kept informed and up to date with ongoing issues.

    Sharon & Gordon, Nottinghamshire

  • I was highly delighted with the approach in taking me through the financial maze. The results, fees and attention to detail were all much better than expected. You have a very pleased client.

    Susan, Somerset

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