We make financial planning simple & enjoyable
We are a small dedicated team, with a clear focus on providing high quality technical advice and ongoing exceptional service.
Meet our friendly team
Jennifer Storey
Director & Chartered Financial Planner
Client experience sits at the heart of our culture, as we look to work with our clients throughout their lifetime to enable them to meet their financial goals. All our clients are treated with respect, integrity and courtesy.
Matthew Broughton
Paraplanner
Our Values
These are more than just empty words to make us sound cool or clever. They are the boundaries and guides that help us live our lives every day.
We are fascinated by people and interested in what is happening across the World.
Curiosity
We believe in society, community and the power of people supporting each other for a happier and more fulfilled life.
Society
We feel people should have agency as a human right and be given the ability to influence and direct their own lives
and futures.
Autonomy
Easy to say but integral to our being, we feel being open and honest and accountable will always be the right way no matter how difficult that might feel at times.
Honesty
We genuinely believe that listening to people and trying to put ourselves in someone else’s shoes, will make us more understanding and more forgiving which can only be positive for a more cohesive society.
Empathy
Life is a rollercoaster, and not always easy. Being able to laugh at ourselves and each other is a great tool in managing life’s challenges. We are glass half full people with a touch of sarcasm.
Humour
Dogs are possibly the most life affirming beings, with their simple outlook and happy disposition. We should all be more ‘dog’.