OUR ETHOS

Time is the most precious currency you have, make sure you spend it well.

We want to help you to live a wealthy life; whatever wealth means to you. Wealth isn’t just a number on a financial statement – it’s about living a life that brings you joy and fulfilment. A life lived on your terms. The first step to doing this to really think what you want your life to look like. We can then build your plan (and stress test this) to ensure your finances are structured to support you in achieving your life’s goals.

Life is filled with twists and turns and there may be times where your plans veer off course – we’re here to support you. Whether you're preparing for retirement, navigating a divorce, or facing the loss of a loved one; these significant life events can bring about a whirlwind of emotions. We want to be there by your side, to guide you through and light the way forwards.

OUR APPROACH

Discover - We take the time to find out all about you, asking the right questions to find out what you want (and don’t want) your life to look like. Once we know you, then we can look at your finances.

Design - After our meeting, we start building your master financial plan, crunching the numbers and answering questions such as will you have enough money to do all you would like to do. Do you need to save more or could you afford to spend more? Could you retire earlier?

Do - We look at the finances you have in place already, carry out any research needed and make any necessary recommendations to ensure your finances are structured to support your goals both now and in the future.

Review - It is important that your plan remains on track going forward. We regularly meet with you to ensure things stay on track.

ABOUT YOU

We are an independent financial advice firm and help people like you, to get clarity on their finances, making sure they are financially organised.

We will work with you, structuring your finances to allow you to live the life you want to live. Our advice is built around you, and can cover the following areas :

Pensions
Investments
Inheritance tax planning
Protection – including life assurance, critical illness cover, income protection
Financial Planning on divorce
Financial planning for business owners
Working with Trustees
Full financial planning and cashflow modelling

We can also work in partnership with any professional advisers you may have (such as accountants and solicitors). A collaborative approach works well for many clients, especially in more complex cases with lots of moving parts.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning or trust advice. The Financial Conduct Authority does not regulate Cashflow Planning. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen

CONTACT US

Send your enquiry below

"From the very start Rebecca was informative, friendly and understood exactly what I wanted. She kept me updated every step of the way. She made the whole process easy for me". JA Herts
"Rebecca has put together a financial road map / plan that has given me the confidence to know what my retirement income could look like depending on when I choose to retire". DC Bucks
"Rebecca's response to queries is prompt and the setup of meetings and reviews was always done quickly and at a time that suited us. Her advice was well reasoned and explained and left us feeling that our finances were in a much better place for having her involved. Heartily recommended." NC Cambs
"Had a great initial meeting with Rebecca who went through my current finances and options for the future taking into account different scenarios and possibilities. Would highly recommend!" JL Cambridge Source: Vouchedfor
Business owner? We can help, get in touch
Planning your retirement? We can help you plan your ideal retirement
Going through a divorce? We can help and support you at all stages of the process to navigate the financial side of things.