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.
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 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.
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.
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.
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.