About the Business
We are a fast growing, independently owned business with offices in London and Manchester. We offer financial and investment planning advice to private individuals who are, or aspire to be, financially independent. Seven of our advisers hold the internationally recognised CERTIFIED FINANCIAL PLANNERCM certification and we were the first of around 630 firms in the UK to be awarded Corporate Chartered Financial Planner status.
We see our job as creating a strategy for you to achieve or maintain Financial Independence. We then aim to provide you with the Peace of Mind that you are "on track" and are making the most of the favourable financial position that you find yourself in. Our clients range from people in their 20s, 30s and 40s who want to make the right decisions relatively early in their financial lives, to those in their retirement years who want to make the best use of their assets and, in many cases, minimise Inheritance Tax.
Location & Hours
3 Hardman Street
