Working With You
Who We Are
We are trusted financial planners, helping people navigate through life’s big challenges by instilling financial confidence as part of our lifestyle financial planning process.
When you find a family run firm with a reputation as good as ours, you know you’ll be in the best hands. We’ve been providing tailored advice to our clients since 1984, with a small, dedicated team, so we can keep things personal.
We encourage open, honest conversations, which allow us to understand your goals and the things most important to you.Meet our team
All meetings will be held at our Chobham offices, or we can agree to hold them at your home.
No, this initial meeting is held at our expense.
Please bring an open mind and anything you feel would be relevant to our discussions.
Please be prepared to be with us for up to one hour and 15 minutes.
No, and there is no obligation to go forward with us if you decide not to.
You can book your initial meeting through our contact form or by calling the office on 01276 855717.
Yes, we have a car park outside our office which is available for clients to use when they visit us.
Yes. We are an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. You can find our entry on the FCA register by clicking here.
What our clients say
We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel.
Of our clients would recommend us to friends, family or work associates
Believe working with us has helped to achieve their financial goals
Were satisfied that we understood their needs, goals and objectives