What we're good at

Deciding on the right Financial Planner for you is a big choice. These are some of the things we’re really good at; the things that set us apart from the others.

We’re Financial Planners

Unlike financial advice, financial planning is a process focused around achieving your lifelong dreams. It’s an all-encompassing and holistic process that accounts for your life, family, finances and goals.

We’re independent

Being independent, we can recommend the best financial solutions for you. We have the freedom to select products from the entire market, so our recommendations are always bespoke.

We look at the bigger picture

We’re not looking to solve your one single problem; that’s only half the job. We work with you to assess everything that’s important to you and help you to achieve your goals.

We care about the financial plan, not the products

We keep things clear by explaining fees to you in pounds and pence. What’s more, we charge fixed fees rather than a percentage of your wealth, as you sometimes find with financial advisers. Fixed fees mean you’re paying for value-added, rather than a fee based on how much you have.

We speak your language

We appreciate that trying to organise your financial affairs can be complex. Rather than trying to confuse matters further, we talk to you in plain English and tell you things in the simplest way possible without patronising.

before quote

Alan, Grimsby

I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.

Testimonial left November 2019

after quote
before quote

Richard, Leicester

I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.

Testimonial left January 2019

after quote
before quote

James, Louth

Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.

Testimonial left January 2019

after quote
before quote

Steve, Alfreton

I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.

Testimonial left July 2018

after quote

What our clients say


If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.