Why us?

Finding a financial planner is one of the biggest decisions you’ll make. But, why choose us?

You will receive exceptional service

The Chartered Insurance Institute has awarded us the prestigious Chartered Financial Planner status. As a Chartered firm, we adhere to an ethical code that underpins broader commitments to professional values. You can be sure that our team has made a commitment to be ethically driven and to provide competent advice that is based entirely on your needs and requirements.

Our Chartered status

You can expect the absolute best

With a diverse range of skills and qualifications, our team is second to none. All three of our financial planners hold individual Chartered status and have been with us for at least 14 years. This is a real testament to our culture and the passion we have for forming long-term relationships with clients. The rest of the team has also been with us for a considerable number of years, providing continuity of service.

Meet your team

You know we’ll be here for the long run

We have had a presence in Newbury for more than 40 years now, and no business lasts that long without good reason. During this time, the world of financial services has constantly evolved. It hasn’t stood still, and neither have we.

Although we encourage clients to come and visit our office, we know that’s not always possible, so we can work with you virtually or face to face.

Your goals really do come first

No one can predict the future. However, we use our Financial Masterplan to help us organise your finances and easily forecast how your wealth might change over time. By doing this, you will see how the value of your assets will change in a range of circumstances.