Meeting your needs
Financial planning should be about you, not us. Explore our client-centric approach, and how we tailor the services we offer around your deeply held ambitions and concerns.
Getting to
know you
In your first meeting with any financial planner, you should be given the opportunity to express your hopes and fears about the future. But for your relationship with your planner to be a long and fruitful one, things need to be taken a step further, something we’re uniquely qualified to help with.
The medical background of our founder Dr Josh Lewis means we’re not only adept at diagnosing the problems you face, but also caring about you as a person. This empathetic approach, coupled with our wide-ranging financial expertise, allows us to deliver solutions that are personalised to you, rather than generic.
Addressing life’s biggest questions
Moving seamlessly into retirement is a time of great stress, often made worse by being unclear about your finances. Our retirement specialists will provide that vital clarity, and support you through every step of the transition with great care.
Money is precious, and many of us are unsure whether our savings and investments are working hard enough for us. With us, you’ll get a detailed assessment of your current position, and a personalised plan covering the changes to make for the better.
Whether it’s ensuring loved ones inherit as much from you as possible, or simply structuring your assets tax-efficiently, we can help. The support we’ll provide will give you the peace of mind that you and your loved ones deserve.
Too often, your business can turn into a millstone around your neck, which is why it’s so beneficial to have a trusted adviser you can turn to. Our professionals will ease your burden, crafting a personalised plan to help you sell with confidence.
You may have built your wealth over time, or been left a lump sum as a result of bereavement or divorce. Either way, protecting your legacy for the next generation is hugely important, and we’ll handle that task sensitively and competently.
Your home is your castle, so you want to be able to thrive in it without worrying about money. Our network of mortgage experts uphold the same high standards as the rest of our team, and will put you at ease at every stage of the process.
Read reviews from real clients
You can always expect a first-rate service from us, but don’t just take our word for it.
Instead, read the excellent reviews left by our valued clients on VouchedFor, the UK’s leading independent rating platform for financial planners. Click the link to read more.
