Plan for the life you want

Put simply, our job is to understand your goals and aspirations and help you create a plan to achieve them. Your goals and aspirations will change and adapt as you go through life and face new opportunities – our ongoing service provides accountability and ensures real, tangible outcomes for clients.

Don’t worry if you don’t exactly know what your goals are, we can help you identify them. We use the Kinder Institute of Life Planning methodology with every client – a proven and effective way of helping you plan for the life you want.

We speak your language. No fancy words. No industry jargon. We help you understand where you are today and where you’d like to get to.

We want everyone we work with to have peace of mind that their wealth is cared for and managed expertly so they can focus their energies on the things that give them the greatest fulfilment, whether that’s love, life, family, fun - or even work.

Your financial situation can change overnight and planning well in advance can alleviate much of the stress that comes with this. A good financial plan needs to be robust yet flexible enough to adapt with life’s changes.

Trust and Transparency

We believe we have an uncommon approach to how we work with clients. We will make your passions our number one priority, and we will work hard to build relationships that are open, trusting and personal.

What is more, we believe in transparency. We don’t earn commissions and we won’t surprise you with any hidden fees – our charging structure has been built to remove any conflicts of interest. You will always know exactly where you stand with us.

Small but Perfectly Formed

We are a boutique company – closely-knit and compact. And that makes us the perfect size for clients who want an attentive and proactive service. Our fixed fee charging structure is designed to enable us to give as much time as is needed to each of our clients and their families to deliver the support and expertise their unique circumstances require, including the ability to handle more complex financial issues, regardless of how much they have invested with us. Typically, for those with liquid assets of over £2M, our service represents excellent value.

When you work with us, you also get larger company benefits – such as access to our online client portal, where you can see all your assets in one place. When it comes to the management of money, we use global, third party custodians to safeguard client assets, which provides an extra layer of protection for our clients.

The secret to becoming a successful investor?

It’s no secret that the greatest determinant of investor success in the stock market is investor behaviour. That is why we spend a lot of our time understanding investor insecurities, irrationalities and biases so that we can help our clients combat adverse behaviours and succeed in creating and preserving their wealth.

As trying to predict the market is futile, we focus instead on having a robust, evidence based approach to selecting the investments appropriate for you.