About us

We are a team of Chartered Financial Planners.

We believe that high-quality financial planning, delivered with integrity, makes a real difference in people’s lives. The way we work with our clients, our investment philosophy and our involvement in the community all reflect our commitment to a first-class service that is thoughtful, helpful and meaningful.

The value our clients receive comes from our thorough understanding of their individual circumstances. We will work with you to identify the outcomes you wish to achieve and, once we have done this, develop a strategy to provide the best solutions.

We term our approach to investment as “intelligent investing”. In today’s complex world of financial uncertainty, we follow proven investment principles when creating our clients’ portfolios.

Finally, our local community is important to us. We’re incredibly proud to support a number of charities and organisations across Manchester and Saddleworth, including The Christie Cancer Treatment Centre in Manchester, Tame Valley Tennis and Squash Club and Oldham hospice, Doctor Kershaw’s.

Our fees

Explicit, transparent fees for each stage of our planning process: planning, implementation and review.

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Our investment philosophy

Investment principles that are geared towards meeting our clients’ goals at an acceptable level of risk.

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Our community

Supporting charities and organisations in our local area through fundraising and sponsorship.

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