As a forward-thinking financial advice firm, we work with you to get your financial sh*t together. Be that offering you support with pensions, savings, investments, retirement planning, insurance or general spending - you can be assured you're in the right hands.
Our approach is intentionally personable and relaxed, making you feel comfortable with having new discussions about your life and money - for your present and future aspirations. Money is simply the fuel to help you live the life that you want, but you and your goals are the driver.
Frustrated with the stale approach of most advice firms, and their focus on how much money clients had rather than supporting them to build the lives they wanted, Ian set up his own firm to deliver real financial planning that positively impacts on people's lives.
Ian is a Chartered Financial Planner and a Fellow of the Chartered Institute of Insurance, and has been providing financial advice for over a decade. A client once described him as 'not a numbers geek' which is testament to his approach of putting financial goals before financial products.
Ian is also an accredited coach bringing a further fresh perspective to his approach & client meetings.
We're a lead sponsor for the Broomsfield Youth Project (BYP), who are a multi-award winning charity. As part of the local community, BYP aim to work in partnership with other agencies (such as police, high schools, leisure services, churches and local businesses) to signpost and support 13 to 17 year olds who want or need support with their emotional, behavioural or mental health needs.
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It's important to us that we stand for more than just profits, and use the firms success to help causes close to our hearts. As a team of dog-lovers, our nominated charity - Dogs4Rescue - was a natural choice. To prove our commitment, for each new client we onboard, we make a donation of £75 which goes towards building a rescue retreat for dogs.
