Business Details
We are a privately-owned independent financial advisory firm based in Devon, built on the belief that financial advice should be entirely focused on the people it serves. Our firm was originally established in 2001 and formally incorporated in 2003, giving us over two decades of experience in helping individuals, families, and business owners navigate complex financial decisions. We provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market. Our approach prioritises slow questions before fast answers, ensuring we fully understand your goals, circumstances, and desired outcomes. We do not sell products; rather, we build long-term relationships measured in decades.
Every engagement begins with thorough discovery and ends with a written plan in plain English that you actually understand. We model scenarios to make positive and appropriate options tailored specifically for you. As a firm authorised and regulated by the Financial Conduct Authority, we maintain chartered-level technical standards in all our dealings. Our commitment to full transparency means our fees are always agreed in advance of any work being undertaken on your behalf. We offer an initial meeting at our cost, ensuring you face no pressure and no obligation. Ultimately, we aim to ensure that our clients receive an ongoing service that is objective, forward-thinking, and of the very highest standard.
Every engagement begins with thorough discovery and ends with a written plan in plain English that you actually understand. We model scenarios to make positive and appropriate options tailored specifically for you. As a firm authorised and regulated by the Financial Conduct Authority, we maintain chartered-level technical standards in all our dealings. Our commitment to full transparency means our fees are always agreed in advance of any work being undertaken on your behalf. We offer an initial meeting at our cost, ensuring you face no pressure and no obligation. Ultimately, we aim to ensure that our clients receive an ongoing service that is objective, forward-thinking, and of the very highest standard.
Highlights and features
- We bring over 25 years of advising clients.
- We maintain 100% fee transparency with agreed costs.
- We provide 100% independent and unrestricted financial advice.
- We adhere to chartered-level technical standards.
- We offer a no fee, no pressure initial meeting.
Services
Financial Planning
We create robust plans to help you achieve your specific life goals. Our planning thoroughly understands your risk attitudes and anticipated timelines. We also provide the facility to review your plan every year if appropriate.
Investments
We construct evidence-based portfolios that are low cost and globally diversified. These investments are held securely in your name with full transparency. This approach ensures your assets align perfectly with your long-term objectives.
Business Owners
We offer specialised guidance for owner-managed businesses including director pensions and exit planning. Our service also covers essential shareholder protection strategies. We help business owners navigate complex financial decisions with confidence.
