Who we are

We are a firm of Chartered, Independent Financial Planners based in Thornbury, north Bristol. Established in 1991, we have been serving the community for almost three decades.

We love working with clients in the South West, but equally enjoy working with clients throughout the UK.

We offer tailored financial planning and mortgage advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations. We ensure that your money is working hard to help you achieve all you want from life; we call this ‘money with a purpose’.

Find out more about us by watching our video

Our team

Both our highly-qualified Financial Planners and our dedicated support team are known for providing exceptional levels of service and support.


Our awards

To complement our Chartered and Independent status, we have received some noteworthy awards over the years that demonstrate our expertise.


Our community

We are active in our local community of Thornbury and beyond. We are passionate about supporting charities, local schemes, schools and businesses.


Our future

We believe in the power of offering employment opportunities to young people and supporting them as they work towards their qualifications.


Fair Value Statement

This document aims to provide you with a brief overview of our company and the services we offer.

What do our clients have to say?