Our difference

We aren't just another financial services firm; we are committed to your goals and have the expertise to deliver. This is what sets us apart.

We’re a team, not individuals

Creating an environment that speaks to success requires team spirit. Our team shares core values and a relentless drive to surpass client expectations.

We keep each other in the know and on the same lines, so if your adviser isn’t available, another member of the team will seamlessly step in to maintain our high service standards.

We are owned by an Employee Ownership Trust

In September 2023, we joined more than 1,400 UK businesses to become employee-owned. Now, instead of a parent company or shareholders, we’re a team of equal owners. With a rich history that dates back to 1998, being employee-owned means we will continue to retain and preserve the values that underpin our culture while charting a clear path forward.

We have a rich history

Having helped clients since 1998, we’ve firmly solidified our position in the profession. While our firm has evolved, we remain rooted in our values as a local, client-centred business.

Most importantly, our longevity has enabled us to enjoy long-term relationships with our clients.

We are independent

As an independent firm, we’re not tied to specific products. Instead, we have the freedom to recommend a diverse range of products from the whole of market that best meet your needs, ensuring we prioritise what matters most to you.

Consumer Duty Alliance Associate Member

Being a member of this not-for-profit, community interest company helps us successfully understand, meet, and deliver the FCA’s Consumer Duty requirements.

Personal Finance Society Associate Firm

We have voluntarily adopted the professional standards set by the Personal Finance Society, enabling us to stand tall behind a culture that places clients and staff at its heart.

Financial Vulnerability Charter

As part of the Financial Vulnerability Taskforce, we are committed to enacting and actively supporting the 10 statements of the Financial Vulnerability Taskforce Charter.

Women in Finance Awards Finalist

The Professional Adviser Women in Finance Awards celebrate the achievements of women working in the financial advice community, and we are delighted to be among the evening’s finalists.

What our clients say about us

If our recent client survey results are anything to go by, then our clients are very pleased with our service, listen to their stories here, scroll through for more:

Client survey results

of clients would recommend us to family, friends or work associates

believe working with us has helped or will help them to achieve their financial goals

were satisfied that we understand their needs and objectives.

We’re Fareham’s only employee-owned Top Rated Firm

We’re proud to say we are included in the VouchedFor Top Rated Guide for 2026, distributed by the Times and the Telegraph.

The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Better yet, we’re Fareham’s only employee-owned Top Rated Firm.

To learn more about our inclusion in the guide, please visit our blog post by clicking here.

Click here to discover our full feedback

Recognised for excellence – A shortlisting made possible by you!

We are proud to have been shortlisted in VouchedFor’s Client Experience awards. We are delighted to be shortlisted in the Client Communication, Client Impact and Client Care category.

This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review. Being shortlisted for these awards reflects our unwavering commitment to client-focused financial planning, where your goals, needs, and lifestyle remain at the heart of everything we do.