Investing in you for life

We help people plan for the future and make the most of their money. When it comes to wealth management, we do things differently from the rest. We don’t talk numbers, we speak to individuals.
There are no crystal balls – we create plans that are crystal clear and we’re with you every step of the way.

Our Philosophy

We’re are on a mission to help you invest in your future today; whether it’s ensuring your money works harder for you, protecting your family and finances or planning for retirement.

Products & Services

We invest in you for life. So we’re with you every step of the way whether you’re looking for your next investment opportunity, to update your retirement strategy or ensuring that you and your loved ones are protected we will work with you to find the right financial plan for you.

Meet the team

With a combined advising experience of over 80 years, our team has helped thousands of people with financial planning and wealth management.

Maxine O’Hanlon

Director “I’m a chartered financial planner and a pension transfer specialist. Looking at your financial plan holistically is what I do best”.

Kevin Finlayson

Director “I have worked in wealth management for over 20 years and am a Chartered Member of the Personal Financial Society”

James Howell-Manning

Senior Consultant “I pride myself on trying to make advice clear and simple and to help others to understand complex matters, in straightforward terms”.

Natalie Oliver

Financial Planner and Head of Advice “I am passionate about ensuring people have access to the best (and most jargon-free) advice possible”.

Russell Hartle

Client Relationship Manager “My goal is to remain very customer focused and to work towards the best solution in all circumstances”.

Chris Watkins

Client Relationship Manager “I always strive to deliver the best service and outcome for my clients to help them achieve their goals and believe in trying to keep things simple”.

Joshua Walker

Client Relationship Manager “I enjoy getting to know clients and helping them plan for the future to achieve their goals and ambitions”.

Request a call back

We’re here for you, every step of the way.

Let us know a bit more about your aspirations for your future finances and we’ll get back to you as soon as we can to discuss how we can help.

Request a call back
By clicking ‘Submit’ you confirm you have read and understood our Privacy Policy