Over the past 10 years, we have built a national firm of more than 180 independent Wealth Planners, and have a trusted heritage of delivering high-quality advice to more than 17,000 clients throughout the UK.

Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Truro, supporting thousands of individuals, families, corporations and schools to achieve more with their money.

Over the past 10 years, we have built a national firm of more than 180 independent Wealth Planners, and have a trusted heritage of delivering high-quality advice to more than 17,000 clients throughout the UK.

Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Truro, supporting thousands of individuals, families, corporations and schools to achieve more with their money.

But while we are a truly national business, able to offer our clients exceptional levels of service and expertise, we never lose sight of what our clients need from us. We recognise that our clients have busy lives and want to make it as easy as possible for you to gain access to our network of Wealth Planners. That’s why our focus remains on delivering local, face-to-face advice, and easily accessible support whenever it’s needed.

Our clients are at the heart of everything we do. Looking after the wealth journey of individuals and their families is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across all generations.

We are committed to forming long-lasting relationships with you and delivering great outcomes.