Who we are

A safe pair of hands, a trusted advisor

We can help you navigate life’s big moves, decisions and events. Whether it’s putting plans in place to ensure you can provide for your family in the future, building up a passive income through investment, planning for a long and happy retirement, or safeguarding the things and the people you love today, we’re here to advise on and implement your plans.

We’ll help you live the life you deserve.

Matt Harman

Founder

Our Core values

As a company our core eight values are

Customer-service driven

Everything we do is for our clients, helping them to achieve their goals and live the life they dream of.

Reliability

We do what we say we’ll do, always.

Flexibility

Life happens and circumstances change, so flexibility and adaptability are essential components of wealth management.

Caring

We are often involved in sensitive decisions at difficult times – kindness and compassion are essential.

Transparency

We will never withhold or mislead – we give you all the facts and none of the fluff.

Trust

Advice is meaningless if you can’t trust where it came from, we preserve and protect trust at all costs.

Honesty

When talking about money, honesty is essential.

Positivity

Above all, we’re here to make life easier, more enjoyable and less stressful for you – that’s something to smile about.

Customer-service driven

Everything we do is for our clients, helping them to achieve their goals and live the life they dream of.

Caring

We are often involved in sensitive decisions at difficult times – kindness and compassion are essential.

Reliability

We do what we say we’ll do, always.

Transparency

We will never withhold or mislead – we give you all the facts and none of the fluff.

Honesty

When talking about money, honesty is essential.

Flexibility

Life happens and circumstances change, so flexibility and adaptability are essential components of wealth management.

Trust

Advice is meaningless if you can’t trust where it came from, we preserve and protect trust at all costs.

Positivity

Above all, we’re here to make life easier, more enjoyable and less stressful for you – that’s something to smile about.

our services

What we offer

We can help you plan for events and circumstances at all stages of life, from ongoing investments and day to day financial planning, insurance and mortgages, to pensions, retirement plans and, ultimately, estate planning and inheritance tax
Investments

For medium and long-term returns and/or income generation, we can plan an investment portfolio that delivers on your goals.

Pensions

For long-term security that allows you to look forward to a relaxing retirement and a bright financial future.

Mortgages

Whether it’s a home for you, your children, or for rent, our brokers can navigate the maze of mortgage options.

Insurance

One of life’s great necessities, from life and health cover to high value items, protect what you love.

testimonials

What Our Clients Say About Us

Take the first step toward a bright and secure future by getting in touch with one of our advisors today