Financial planning explained

Proper financial planning differs greatly from traditional financial advice. The latter often involves diving straight into talking about money: what you have and what products you ought to be using. Financial planning is much more centred on people: what you want and why.

What we do

  • We focus on people first, take time to understand what’s most important, then align your money to your values.

  • We provide tailored, comprehensive advice designed entirely around your situation and your needs.

  • As holders of both Chartered and Accredited status, we work in line with a strict code of ethics and technical capability.

  • We are Registered Life Planners, which means we’re specially trained to really help you understand what it is you want for yours and your family’s future.

What we don’t do

  • We don’t talk about the money until we’ve talked about you: your dreams, hopes and aspirations for the future.

  • We won’t implement any recommendations or solutions you’re not completely on board with.

  • We don’t undertake purely transactional work. We prefer to nurture long-term relationships with our clients.

Our journey together

We firmly believe that the most successful journeys are a collaborative effort. We aim to listen, understand, and recommend the best possible steps to take for the future you want. It’s important that our clients get the full picture of what working together entails – learn more about our journey together.

Find out more

Meet our clients

Don’t just take our word for it. Meet some of our real clients and hear how their lives have changed.

Watch the videos

They asked us questions which financial advisors don't normally ask.

Tim & Joy Foster

I feel my finances are sitting with a wholly professional, wholly trustworthy, wholly honest pair of hands.

Heather Naylor

It's a joy to work with them.

Robert & Annie Burns

We want other people to have the same peace of mind that we have.

Martin & Valerie Lee

Get in touch

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West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN