New business owners

As a new business owner, you’re constantly striving for growth. Nevertheless, your ambitious approach isn’t immune to those niggling thoughts: Am I doing what’s right for my business and my family? Am I making the most of my opportunities? Is this all going to work out?

Now is the perfect time

We understand your concerns. After all, we’re business owners ourselves. It’s a busy, complex role, and lots of people depend on you. As tempting as it can be to succumb to short-term thinking, it’s so important to ensure you have a proper plan for the future.

Do something for your future self

We can help you do something today that your future self will thank you for.

We help people achieve their lifelong dreams and goals without worrying about money, through robust financial planning. Namely, we can help you to:

  • Define your goals and design the future you want to achieve
  • Understand where you are now and where you need to be to achieve the things you want to
  • Plan for the future of your family and your business simultaneously
  • Analyse your existing financial arrangements and recommend any beneficial adjustments
  • Stay on track to achieving the life you want


Start your journey

Creating your financial plan is a journey; one that doesn’t finish once the plan is made. We build the foundations, construct it and develop it over time, through a six-stage process.

Begin your journey

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.