PLANNING TODAY TO ACHIEVE YOUR TOMORROW
EXPERT FINANCIAL ADVICE SINCE 1978
We are a family-run business with a 45-year history and a firm belief in treating our clients like part of the family.
As a family-run practice, we have offered a friendly professional advisory service to clients since 1978.
As well as offering expert advice, we place the needs of our clients at the heart of the business.
WHAT WE DO
We provide a comprehensive range of services designed to give you clarity over your current financial situation and a road map to your future goals.
We specialise in working with six specific groups of clients.
HOW WE WORK
We believe that financial planning is not all about your money; it’s about you, your life and what you want to get out of it. So, whether that is working towards a happy retirement, long-term financial security or protecting your loved ones, your goal is our goal.
LONG TERM PLANNING
"Richard has helped us understand our tax free allowances, advised on the best ways to manage our money. He assessed our appetite for risk and made an investment plan accordingly. He has created a financial plan for our future so we can understand what we can do now to secure the best possible financial future for ourselves. He helped my partner set up a pension scheme in a tax efficient manner."
Tom R, London, VouchedFor verified client review, June 2023
Read more of our client reviews here.
In 1978, John Hitchell had just taken the difficult decision to leave a secure job with a high street bank and was looking for the next challenge. He hated the corporate, target-driven culture of the banking industry and felt there must be a better way to treat clients.
It was fair to say the bank was very traditional, even insisting that John shave off his beloved beard as ‘it was scaring the older customers.’ However, the final straw was having found his dream home, his mortgage application being denied because it ‘had more bedrooms than he needed,’ only to discover that his manager had bought the house instead.
ONE SIZE DOESN'T FIT ALL
We appreciate financial planning is not all about your money – it’s about you, your life and what you want to get out of it. So whether that is working towards a happy retirement, financial security or protecting your loved ones – we can help make it happen.