Who we are

We have been providing individuals and businesses with financial planning services and advice since 2004. Committed to excellence in all we do and having achieved Chartered status, we work hard to build on our enviable reputation as one of the leading advisory practices in the North East.

Chartered status represents the pinnacle of professionalism and expertise in the financial services sector, so you can be sure that your affairs are in good hands and that your interests are our number one priority.

Based in Yorkshire, with offices in Hull, Leeds and Barnsley, we work with clients throughout the country, delivering expert advice, tailored to the needs of each individual. Our reputation has enabled us to grow organically, through referrals from existing clients and other professionals such as solicitors and accountants, who have come to value a relationship built on integrity, trust and transparency.

We are also very proud of the awards we have won; we see them as recognition by the industry of our consistently high standards. We were delighted that 2017 saw us being named one of seven Best Financial Advisers to Work For in the UK by leading industry publication, Professional Adviser. In 2016,  they also named us North East Adviser Firm of the Year for the third consecutive year. In addition, we were nominated for another well recognised and national award, UK Financial Adviser Team of the Year 2015 by STEP (The Society of Trust and Estate Practitioners). It has also been rewarding to be included in the UK’s Top 100 financial advisory firms in 2013, 2015 and 2016 by New Model Adviser.

About You

Above all, we always say our business is about you, not us. We’re here to help you make sense of the complex world of financial services and make the right choices. Whether you’re an individual or an employer, we will work with you to provide the direction and support to ensure you make the right decisions both now and in the future.