Overview

Award winning financial planning and wealth management. We offer independent wealth management and financial planning advice, to families, entrepreneurs and retirees wanting a more cautious approach to money management, than that normally offered by the mainstream. Specializing in a more cautious approach, our trade marked 'Cautious Blend' offers a different mindset in managing money allowing clients to diversify their assets to help reduce risk and protect the downside. We offer a range of independent financial planning services bespoke to your requirements, and work with many clients on the transition into retirement and making the right strategic choices. Our culture and ethos have been developed over the last twenty five years in successfully navigating all manner of financial crises on behalf of our clients. We have become known as the choice for cautious entrepreneurs and retirees who have accumulated assets and now wish to protect them whilst taking an income. We are a family office, by which we mean, 'We help our clients as we would members of our own family'. We believe that closer personal relationships, provide better money management. This means our financial planning is bespoke to you, and delivered in such a way, as we would want to be treated ourselves.