Overview

As a highly qualified financial planning service with family values, we’ve been helping clients achieve financial security for over 25 years. Founded in 1994 by Jane Smith, keeping our clients at the heart of what we do has been a long-standing tradition. With this in mind, we take the time to get to know you – your lifestyle, as well as your hopes, fears, concerns and aspirations for yourself and those closest to you – before we give you any advice. Our vision is to provide meaningful and expert financial planning, so you can rest knowing that the future is secure for you and your family. Most people that come to us for advice are well-established professionals who are at a point in life where things are starting to change. Children may be approaching further education, for example, or have already flown the nest, and thoughts of exploring new options – including retirement – are coming to the forefront. Alongside Nicola Watts, our Certified Financial Planner, is a team of highly-qualified and experienced women who all have the same vision – to help you find financial security. We’re proud to be recognised by our industry peers – nationally and internationally – for exceptional service and professional excellence, including CISI accreditation, CII Corporate Chartered Status and inclusion as a New Model Adviser Top 100 Firm since 2016.