Our areas of expertise

Who we work with

Over the years, we have developed an in-depth knowledge of working with certain types of people.

With this in mind, the people we work with will usually fall under one of the following three categories:

Our areas of expertise

Who we work with

People planning for retirement

If you want to retire on your terms, safe in the knowledge that you have the income you need to achieve your desired lifestyle, we can help.

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Business owners

If you want to get financially organised and achieve the best possible future for you, your family and your business, we can help.

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Solicitors

If you want to address your complex, tax-driven financial needs and achieve a better work-life balance, we can help.

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We are based in Kempston, Bedfordshire.

Most of our clients live in the local area, as well as Milton Keynes, Cambridge, Northamptonshire, St Albans and Harpenden.

We feel it’s important to note that we work best with people who:

  • Understand financial planning and are on board with the process and the commitment required.
  • Are family-orientated and driven by providing for their loved ones, both for now and for the future.
  • Want a long-term relationship with a financial professional. We do not do transactional work, such as a Defined Benefit transfer, as a stand-alone; in other words, we won’t simply sign a piece of paper for you. Instead, we build ongoing relationships with our clients and take a full, holistic view of their financial situation.
  • Aren’t interested in second-guessing the investment market. We can’t predict the future; as a matter of fact, no one can.