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About You

Those who benefit most from our work are usually planning for or transitioning into retirement. You are possibly unsure about what to do “for the best”, from the range of choices available. You may also lack the time, inclination and expertise to do it yourself.

You may be retired already and wishing to get more from your financial resources, or thinking about a succession plan for your children and grandchildren. We often work with whole families and trustees to preserve and maintain the family wealth for future generations.

You will typically have  investable assets or pension funds of at least £250,000 and if you are still working, you are likely to have earnings in excess of £75,000 per annum.

We serve the financial planning needs of individuals living in the towns and villages within a 20 mile radius of Witney. Many of our clients are, or were, professional people, business owners, or senior executives, as well as their parents and children.

If you are looking to work in partnership with a professional financial planner who

  • listens to you
  • is focused on what is really important
  • is completely impartial, transparent and objective

then you’ve come to the right place.

We hope we can earn the right to work with you as your trusted adviser for many years to come.

See our approach to advice
May I just repeat our sincere appreciation of the advice you have given us over the years Dominic. We are very happy with the performance of our modest portfolio and with the way that your advice has given us a comfortable and fulfilling retirement.   D.P. (Suffolk)

Expert Opinion…

5 Tips To Help You Choose Your Independent Financial Advisor

Dominic, April 12th, 2016

Choosing the right independent financial advisor Safeguarding your financial well-being is undeniably easier with professional guidance. An experienced independent financial advisor will offer a host of services and advice to help you make the most of your assets, both now and for the long term. However, selecting the right planner for you […]

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How Will The 2016 Budget Affect My Life Goals?

Jonathan, April 24th, 2016

Budget 2016: Key Points That Could Affect Your Life Goals Now that this year’s Budget has been published, it’s well worth looking at what’s been announced and how the changes might affect you and your life goals. The Chancellor’s overall prediction for the economy is a little more cautious this year, taking into […]

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Combining Life Planning And Financial Planning To Reach Your Goals

Jonathan, April 27th, 2016

Reach Your Life Goals With Financial Planning What are you looking for from life? You’ve probably asked yourself this question many times. What you might not have considered is how much easier it could be to achieve your life ambitions with a solid foundation of financial planning. Maybe you want to buy […]

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