Plan your finances, secure your future
We take a different approach…
A number of years ago we felt that the traditional methodology of financial advice was broken and didn’t offer clients true value for money. After many months and years of research, putting our findings into practice, we now have a robust process for answering the questions that are rooted in all of our financial concerns, such as:
Do I have enough money?
Will I be okay financially?
When can I afford to retire?
Will I be able to spend more time doing the things I want to do with the people I care about?
How we can help
Financial Planning
Our LifeChart service will help you to define, and achieve your financial goals. Once we have got to know you, and your goals - we will present you with a visual illustration of your financial future. From there we can build an actionable plan to help you achieve your financial goals. We work with all of our clients to review their plan annually, to ensure they remain on track.
Investment Management
Your investment portfolio will be built to meet the unique needs of your financial plan. We invest our client’s money in the same way we invest our own, in evidence-based, low-cost portfolios. All of our investments are based on academic research by Nobel prize winning economists.