The team
Three people, and you will deal with all of them
No call centre, and no account manager who leaves every eighteen months.
Helen Ashworth
Chartered Financial Planner · FCII, CFP
Twenty-eight years advising families through retirement, divorce and inheritance. Founded the firm in 2009.
Idris Mahmood
Financial Planner · DipPFS
Specialises in company directors and the awkward business of extracting money from your own company sensibly.
Sarah Whitcombe
Paraplanner · DipPFS
Writes the plans, models the scenarios and finds the pension nobody remembered they had.
28 years
advising the same families
£410m
under advice
0%
commission taken
4.9/5
client review score
How it works
Four steps, and you can stop after any of them
Nothing is charged until you have seen the plan and agreed to it in writing.
01
A conversation
An hour on the phone or in the office, at our cost. You describe what you are worried about; we tell you honestly whether we can help.
02
A written plan
Where you stand today, what you want, and the gap between the two — in a document your family could read without us in the room.
03
Putting it in place
We do the paperwork, the transfers and the chasing. You sign things and otherwise get on with your life.
04
A review every year
Markets move, tax rules change and so do you. We meet each year and adjust, or confirm that nothing needs adjusting.
Risk warning
The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future returns. Tax treatment depends on individual circumstances and may change. This page is a placeholder — replace it with your own regulated wording before publishing.