Our Planners

Our planning team work as a team, on a case committee basis. By this we mean that each client’s needs and on-going reviews are reviewed by more than one planner.  The advice our clients receive is therefore not down to one person but reflects our collective knowledge. 

Each planner is an expert and qualified in their own field.  They will ensure that every client receives the best advice and service by making sure it is delivered by members of the team best placed to contribute to the advice. Every client situation is reviewed by at least one other qualified planner in that field to ensure that the client position is understood and correct at that point in time. Furthermore, by ensuring our annual review service is diligently delivered, each client can have confidence that they are in the right place to achieve their personal financial planning objectives.

Also, by keeping close to the broad range of provider teams, we maintain our independent status and awareness of all new product development in the financial services field. That awareness and knowledge is then embraced to ensure each client’s situation reflects their personal, their individual, requirements.

We have clients based in many countries but the main focus is in the United Kingdom where our planning team is based.  Our planners travel far and wide in the UK to meet clients personally and to discuss the needs of each.  We have offices in the North and South of the country and so we are also able to offer meeting facilities at either of our offices in Newbury or Manchester.  Both have parking facilities and are well connected to the rail and motorway networks.