Multi-award-winning Chartered financial planners
Delivering financial peace of mind for over 30 years.
Learn moreWho we work with
We treat every client as a unique individual requiring a bespoke solution and therefore never use a ‘one-size-fits-all’ approach. However, over the years, we have built up special expertise working with people who are:
We had so many questions: Did we have enough? How would we access the pension pots? And how would we ensure a steady income stream?
Stephen and Mary
Planning for retirement
We feel like Scott is interested in more about us than just our finances. He’s on top of everything. In fact, he’s more of a friend than just an adviser.”
Graham and Kath
Planning for retirement
When it comes to retirement, the utopian position is to be able to work when you want to work and not when you don’t. And that is what I’ve managed with Scott’s help.
Robert
Enjoying retirement
I was scared. I was only 49 at the time and it was a big thing to be widowed at that age.
Vicki
Recently bereaved
We wouldn’t be in the position we’re in now, retired and comfortable, without his advice. We’d probably both still be working.
Julie
Planning for retirement
We’re proud to be a Chartered Firm, here’s what it means to us
Leicestershire’s only Top Rated Chartered Firm for five consecutive years!
We’re proud to say we are included in the VouchedFor Top Rated Guide for 2026, distributed by the Times and the Telegraph. This is the fifth year in a row we’ve been included in the guide.
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Better yet, we’re still Leicestershire’s only Top Rated Firm.
To learn more about our inclusion in the guide, please visit our blog post by clicking here.
