Why choose us?
Money is often the cause of stress and anxiety.
We bring clarity and order to your financial life, giving you a clear and comprehensive plan to achieve your dreams, goals and aspirations. Not only that, but we also remain with you every step of the way, reviewing your objectives and adapting your plans as your circumstances change. This means that you have peace of mind, knowing that you are making wise decisions, so you can focus on living life the way you really want to live.
We believe it is never about the money, which is why we provide life-centred, not money-centred financial planning for clients. We focus on challenging your mindset, to draw you away from your habits, allowing you to make decisions you never thought would be possible.
We always:
Put our clients’ interests first
We are completely independent and directly authorised by the Financial Conduct Authority. We’re also 100% owned by the directors in the business. All of this means that we decide on the right advice for our clients, not a faceless, corporate service provider.
Our whole-team approach ensures that we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients’ best interests at the heart of our business.
Provide proper financial planning
We provide financial planning as opposed to transactional-based advice. We tell our clients the truth about what their money can and cannot allow them to do. This means all advice given to our clients is designed to help them achieve their goals and objectives.
We recognise that service expectations are rising and those who seek face-to-face advice want to feel understood. We provide empathy, not a technical lecture.
Provide a personal service
We only work with a limited number of clients. We recognise that the success of our firm is only as strong as the relationships we have with our clients. For this reason, personal service and client care is a priority for us.
Maintain our qualifications and technical expertise
We take pride in being both highly qualified and technically competent to ensure our advice is of the highest standard. Mark is a Chartered Financial Planner, demonstrating his commitment to maintaining the highest standards of professionalism.
The starfish story
Our office in Fareham has a huge mural on the wall which tells the ‘starfish story’. In it, a man walks along a beach that has been covered in starfish washed-up by the sea. He sees a young girl walking along the beach. Every so often, she picks up a starfish and throws it into the sea.
The man catches up with the child and asks: “Why are you bothering to throw the starfish into the sea? It won’t make any difference.” The girl quietly picks up a starfish from the sand, throws it into the sea and says: “I made a difference to that one.”
Why do we like this story so much? Because it clearly explains our ethos which is shared by our entire team: we are here to help each and every client and make a difference in their lives. You can see how we’ve made a difference to our clients by taking a look at our client stories below.
What our clients say
We’re privileged to have worked with hundreds of clients over the years. Here, just some of our clients share their stories about how lifestyle financial planning has transformed their lives.