Why choose us?
A truly independent firm
Being independent means we’re not tied to any particular platform, and we can choose from a range of providers. In fact, you won’t find many independent financial advisers in the Fareham and Winchester area, so we’re a special team.
It’s a client-centric environment
It’s embedded in our culture to put our clients first and at the centre of everything we do. Our team will always go the extra mile to ensure that clients are happy and informed at every stage in the process.
Solving problems is what we do best
It’s exactly the reason behind starting the firm. We genuinely love helping people and seeing their lives change because of the work we do for them. When we see that weight being lifted off someone’s shoulders, we know we’ve done our job right.
There are no off-the-shelf solutions
We have a completely unbiased fee structure, and we charge for the time and not the product. Our ongoing advice is tailored and totally focused on the client.
We work to our strengths
Our two Chartered Financial Planners, Georgina and Robert, know what they’re good at and split the work between them according to their specialisms. You deserve someone who is a specialist when engaging in any service, financial advise is no different.
We’re likeable people
It certainly helps when you work with a financial adviser who you get on with and who has a sense of humour. We may be talking about a serious topic, but that doesn’t mean we can’t have a joke or two with you.