Your FIRST MEETING IS JUST FOR YOU TO SEE IF YOU VALUE OUR ADVICE AND THINK WE CAN ADD VALUE TO YOUR PLANNING

Let’s start the conversation

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 is it to achieve? 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.

This first meeting is just for you to see if you value our advice and think we can add value to your planning. It is also, putting it bluntly, for you to see if you like us – although, it has to be said, we are a likeable bunch. From our point of view, this meeting is to see if we can help you achieve what is important to you.

And it costs you nothing. If at the end of the meeting we feel we cannot improve on your current situation, we will tell you. No fees, just an hour or so of your time. And possibly share a cup of tea or coffee.

Our fees are straightforward – clear and easy. No exit penalties, no hidden charges.

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

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?

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 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.