About us

Bespoke financial planning

Based in Bolton, we provide independent financial planning services to clients predominately in the North of England and across the wider UK. Established in 2006 (but with roots that spread back much further), we help people plan for a stress-free and financially secure retirement, cope in the face of adversity and achieve their goals for the future.

Financial planning is highly personal – so are we. Passionately unbiased, brutally honest and indiscriminately fair, we deliver independent advice tailored to the individual. Through long-term partnerships, we aim to help every client feel the value of what we do and gain financial peace of mind.

We’re Chartered Financial Planners

We’re proud to hold the prestigious title of Chartered Financial Planners, awarded by the Chartered Insurance Institute (CII). One of only a few hundred firms in the UK to have achieved this, it’s proof of our commitment to continued professional development and the highest calibre of advice. Find out more about what Chartered means for you.

We have one core value only:
Do the right thing” by everyone,
every time, without exception

We pride ourselves on

Advising our clients on a course of action we’d take ourselves if our circumstances were the same, or one which we’d recommend to our families.

Being completely independent, with no conflicts of interest such as ties to service providers, fund managers or financial institutions.

Our directors playing an active role in the business and being accessible to new and old clients alike.

Using plain language, respecting that our clients may not be familiar with industry jargon and terminology.

Our planners reaching the highest professional standard.

Always treating our clients fairly.