Trusted, local experts

Why choose us

If you're considering taking financial advice for the first time or looking for a new adviser, ask yourself these questions:

If you haven’t taken financial advice before:

  • Do you know the value of all your pensions, savings and investments?
  • Do you feel confident that you can get financially organised without the help of a professional?
  • Do you have the financial knowledge to make the right choices?
  • Are you looking for guidance?

If you have an existing financial adviser:

  • Do you know what you’re paying and what you’re getting for your money?
  • Do you get a thorough and cohesive financial planning strategy?
  • Can your adviser help you solve today’s problems and simultaneously plan for the future?
  • Do you trust your adviser with your family’s financial well-being?

Working with a highly-qualified and experienced Financial Planner, you’ll experience first-class service and achieve the financially-secure, fulfilling future that you deserve.

We want this for all our clients. Our track record shows this is exactly what they get.

In our 2018 client satisfaction survey, we asked our clients what the biggest single benefit of working with us is.

Here are just a few of their responses:

“Having an approachable expert to hand”

“The help of a local and top-rated adviser”

“Measured, professional, trusted guidance”

“A personal service”

We’re experts

Our Financial Planner, Matthew, has worked in financial services for more than 13 years. His commitment to professional development has seen him achieve both Chartered (CII) and Certified (CISI) status. These accreditations place Matthew amongst the UK’s leading financial professionals and cement his status as a true financial expert.

We’re local

We’re based in Kempston, Bedfordshire. We work from a fully-modernised barn conversion, which is where we meet most of our clients. The rural location is a perfect setting for relaxed client meetings. Most of the people we work with live in the local area, as well as Milton Keynes, Cambridge, Northamptonshire, St Albans and Harpenden.

We’re top-rated

Our clients have rated our Financial Planner, Matthew, on VouchedFor, a professional adviser review service. VouchedFor verifies that all reviews are genuine, so you can be confident that the ratings reflect the quality of Matthew’s work. You can read his reviews here.

We’re trusted

In an age of financial scams, it’s more important than ever before to ensure you select a financial professional that you can trust to provide both sound advice and an honest service. We are directly authorised and regulated by the Financial Conduct Authority (FCA) and you can find our entry on the FCA register here.

We’re personal

For some, the thought of speaking to a financial professional might be daunting. Our approach is personable and friendly; our goal is to make the process as enjoyable and easy as possible. We’re passionate about building ongoing relationships with our clients, many of whom become long-term friends.