Here to help

We work with both individual and corporate clients, helping them to secure their financial futures and allowing them to focus on making the most of the present. We take a holistic approach to financial planning and aim to build long-term, successful relationships through expert advice and ongoing service.

We specialise in working with Private Clients, Business Owners, Company Directors, City Professionals and Contractors.


“I’d never sought advice before, always worried about who you can trust on the one hand and would I sound silly asking for help on the other! Nick made everything comfortable, expert knowledge simply explained when my goals were clear. Thanks Nick -you’re one in a million!”

Design Director Large Corporate

“Nicholas has given myself excellent advice in various different areas. From how to purchase a property via a SIPP (alongside my business partner), to having understood my specific needs on life & health insurance and setting up an ISA account for my daughter.

I know he has always had my best interests at heart, with sound advice and quick responses to any queries I may have.

I would most definitely recommend Nicholas to any friends or family as his work for me so far has been fantastic.”

Business Owner SME/ Co-Director

“Nick is always friendly, professional and engaging when we meet. Nick took time to understand our specific circumstances and needs and sought to provide relevant, appropriate and helpful advice. Nick has also always been prompt and thorough in his detailed responses. I would have no hesitation in recommending Nick to anyone. Thank you for your help.”

Business Owner SME/ Co-Director

Want to know more?

To find out more or to arrange a meeting with us, please call
01295 670882, or email