Financial planning, investment advice and portfolio management for individuals and families — with secure account access in one app.
We build a plan around the decisions actually in front of you: when work becomes optional, what a move or a school costs, how income is drawn and in which order. You receive it written down, not summarised on a call.
An asset allocation chosen for your horizon and your tolerance for a bad year, with the reasoning set out in plain English — what we hold, why we hold it, and what would make us change our minds.
Ongoing oversight of the portfolio: drift from target weightings, rebalancing, the total cost of what you own, and a periodic review against the plan rather than against the headlines.
Statements, valuations, plan documents and signed paperwork move through an encrypted channel in the app — not as email attachments, and not as paper left in a pile.
Holdings, contributions, recent correspondence and every plan we have written for you, readable on a phone between reviews, so nothing has to wait for the next meeting.
Three ways of working, each beginning with the same introductory conversation.
A one-off, written plan covering income, savings, protection and the timing of the decisions ahead.
A reviewed allocation for existing holdings or new capital, with the rationale documented.
Continuing responsibility for the portfolio and the plan, with scheduled reviews through the year.
Scope and fees are confirmed in writing before any work begins.
You tell us what prompted the enquiry and what you want to be true in five or ten years. We tell you plainly whether this is work we should take on.
We agree the scope in writing, then collect statements, policies and pension paperwork through the secure channel in the app. Nothing sensitive travels by email.
A partner presents the plan or the proposed allocation in full, with the assumptions visible. You keep the document whether or not you proceed.
We put the agreed steps in place, then return to them on a set schedule — adjusting for what has changed in your life rather than in the market's mood.
Leave your name and email and a partner will arrange an introductory conversation.
A partner will be in touch shortly by email to arrange your introductory conversation.
The first meeting is for deciding whether we are the right practice for you.
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