It’s about creating, protecting and distributing the wealth you need for the life you want

Let’s start the conversation

Strategy

A focused and reviewable plan to get you and keep you on track

Tax planning

Using wills, trust, allowances, gifting and investments to reduce your liability to tax

Financial Planning

What are you trying to achieve?

Strategy

A focused and reviewable plan to get you and keep you on track.

Estate planning

How does your planning impact your children and beneficiaries?

Tax planning

Using wills, trust, allowances, gifting and investments to reduce your liability to tax.

Mortgages and later life lending

Getting you on the ladder all the way to helping you release money to future generations.

Financial planning

What are you trying to achieve?

Startegy

A focused and reviewable plan to get you and keep you on track.

Estate planning

How does your planning impact your children and beneficiaries?

Tax planning

Using wills, trust, allowances, gifting and investments to reduce your liability to tax.

Mortgages and later life lending

Getting you on the ladder all the way to helping you release money to future generations

What are you trying to achieve?

Strategy

A focused and reviewable plan to get you and keep you on track.

Estate planning

How does your planning impact your children and beneficiaries?

Tax planning

Using wills, trust, allowances, gifting and investments to reduce your liability to tax.

Mortgages and later life lending

Getting you on the ladder all the way to helping you release money to future generations

WHY

For us, it’s about the relationship; it’s about the people in your life; it’s about understanding what’s important to you both now and down the line. It’s about creating, protecting and distributing the wealth you need for the life you want.

Who We Are

We are a firm of financial consultants who specialise in advising and planning strategies for the accumulation, preservation and distribution of wealth for individuals, families and companies. We work with a variety of different partnerships with legal and accounting firms to ensure we are giving clients the best all-round advice and service we can. We also arrange mortgages for those in the early stages of financial planning, to help them both get on the ladder and continue on up it.

We also believe very firmly in giving our staff the right tools to perform to their best and encourage them to take professional qualifications to increase both their knowledge and further their careers. Equally important, we want them to have an enhancing great life/work balance. A tired and unmotivated individual never produces their best and so we encourage and support the team in their passions, be it charity work, sports or hobbies. We close the office at 3pm every Friday so that they can start the weekend in a good frame of mind.

How We Work

First of all we get to know you. We meet with you to see what you are trying to achieve. Not just to have one- off luxuries and holidays, but to find out how you feel about life. What drives you and what is important to you? What would make things look good and how important it is to achieve it? We will look at the planning you have in place and discuss what led to it and if it still working; and we will talk about your wills and legacy planning.

TO DISCUSS HOW WE CAN TAILOR OUR SERVICES TO MEET YOUR NEEDS, PLEASE GET IN TOUCH

Financial Paraplanner

Abi DeWOLF

01932 932 000

Abi brings a cheerfulness to her role that keeps a smile on everyone’s face. She supports the advisers in their mortgage work and makes sure clients are kept up to date – buying a house is a stressful job and we try and make it as painless as possible. As well as this, Abi works alongside Laura in investment and pensions.

Head of Wealth Paraplanning

Laura Giles

01932 932 000

Laura has worked in a technical role for over 9 years and heads up the team here in analysing funds, calculating tax and working with clients to provide them with income strategies in retirement.

Office Manager

Kim Clarkson

01932 932 000

Kim has worked with Rhiannon from the start and provides day to day support to both clients and advisers – she is much valued and referred to as Nana Kim by the cheeky ones in the office. Kim has worked in the industry for over 30 years and brings a wealth of knowledge and understanding to the team.

Financial Planning Consultant

Matthew Hogan

01932 932 000

Matthew has been in the financial services for many years and has worked for companies such as Vitality, Fidelity International, Charles Stanley and Vanguard. His approach is to always put the client first and to really understand their needs and goals. Matt gives his clients a consistently high level of service.

Financial Planning Consultant
Senior Paraplanner

Liam Webb

01932 932 000

Liam has worked in the financial services industry since the age of 19 and has built up a strong knowledge base, starting his career as a technical paraplanner and now combines this role with advising clients. Liam’s understanding of the process from start to finish is invaluable in helping clients through all the steps of the investment and pension process.

Financial Planning Consultant

Josh Webb

01932 932 000

Josh has a passion for his work and brings energy to his meeting – a left over from his days as a semi-professional footballer and sports teacher. Josh looks after clients from the very start of their financial journey, from mortgages right through to investment and retirement planning.

DIRECTOR OF WEALTH MANAGEMENT

RHIANNON VALLIS

01932 932 000

Rhiannon has worked in the wealth management arena for over 20 years and seen her clients through the numerous stock markets crashes and out the other side; she looks after families through the various generations and ensures that the investment and planning work can continue through the family as far as possible.