About us

Our story
Our values
Our community work
How we work
Fees

Our story

When it comes to naming a business, there are certainly some interesting stories out there.

Names can be a combination of the founders’ names. They can describe what companies do. They can be acronyms. Or they can be completely random. So what’s the story behind our name?”

Our values

We aren’t waiting to talk – we really listen. We want things to run like clockwork. We’ll give you our professional opinion, even if it’s difficult to hear.

Find out more about what we’re about.

Our community work

We’re committed to supporting charities in our local community, by giving our time and our skills wherever possible.

How we work

Traditionally, financial advisers simply wanted to know about your money. They may have approached a problem one financial arrangement at a time, focusing on products and single transactions.

The work we do is far more comprehensive.

Fees

Our approach to fees is pretty unusual. We firmly believe that you shouldn’t be asked to pay anything unless and until you see that what we’re proposing is good value for money.

Here’s how our approach works.