our roots

noun: to provide an axis to flourish

I’m so passionate about helping people to live their best life and I feel extremely fortunate that I get to do this for a living.

I am a strong advocate of delivering advice in a simple and straightforward manner: creative when it needs to be, but above all advice-led. It’s about your whole life – not just your money.

As we work together, I’ll treat you as an individual, giving you the time and environment to explore what is important to you; it’s only when I understand this that I can put in place a financial plan to achieve your life’s goals and ambitions.

Your money is the tool to enable you to live the life you want and I’m confident that through our working together you can achieve financial security, both now and in the future.

I’ll encourage you to dream big and then stick with you on your journey to making your dreams reality.

Financial Planning is about listening and fully understanding, talking in plain and simple terms and delivering solutions that are effective in meeting what you want your money to do for you.

When I’m not doing all of the above, you’ll find me with my wife and three boys (twins +1) wandering around the countryside with our crazy Cocker Spaniel, who has a ‘selective’ recall!  I’m also slightly obsessed with speciality coffee and a wannabe keen cyclist.

Ben

Director & Financial Planner

Our Client Support Team

Benjamin

Technical Consultant & Paraplanner

Benjamin is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is responsible for providing technical research, analysis and support throughout the Financial Planning process.

Karen

Compliance Consultant

Karen has been in the financial services industry since 1980, is a Fellow of the Chartered Insurance Institute and a Chartered Insurance Practitioner. She helps ensure we have the necessary systems and processes in place to put clients first and deliver an exceptional service.

"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver."

- Ayn Rand