The art and science of financial planning

By applying a blend of art and science to our approach to financial planning, we'll plan for your future by identifying aspirations, creating confidence and achieving objectives.

Who do we work with?

We are specialists, providing financial advice to four types of clients.

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Why choose us

We are Chartered Financial Planners and highly rated.

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Meet the team

Meet Paul, our Chartered Financial Planner, and the team who support him.

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Focus on

A series of resources to help you understand Inheritance Tax.

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What do our clients say?

  • I have been dealing with Paul for many years and always found him to be very professional, trustworthy and approachable. He is an understanding listener who has always given me sound advice. I appreciate the way he explains the various options available to me. I am extremely pleased and grateful with the outcome from the investments he has made on my behalf.

    Barbara, Birmingham

  • Paul is very knowledgeable and uses his experience to convey a strategy in easily-understood terms. He enhances his recommendations/knowledge with judicious use of cashflow and lifestyle planning software. He has access to the proven Beaufort fund management model and offers a reliable and prompt investment review service. He’s approachable and friendly and avoids the use of jargon…all in all, he comes highly recommended.

    David, West Midlands

  • Paul has assisted me enormously with my pension arrangements, particularly over the past 12 months when I have needed quite specific advice and work carried out. I am always made to feel his most important client (even though I certainly am not!); speed and efficiency with a great attention to detail: a great combination in a Financial Adviser.

    Paul, Cheshire

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