Our two founders have many years’ experience of providing financial advisory services and have also worked in-house for one
of Manchester’s leading law firms.

During that time, they built up extensive expertise in dealing with clients who had
suffered catastrophic injuries due to an accident or medical negligence. They help many clients manage their finances post-divorce,
also assisting in the implementation of pension sharing orders from the court. In addition, trustees who require an
investment process that helps them meet their obligation under the Trustee Act also seek their advice.

The new pension freedoms have seen many lawyers and other professionals seek our services to help them plan their own
retirements in a flexible and tax-efficient manner.

Our vision is to, first and foremost, give every single one of our clients a truly personal, bespoke and friendly financial planning service.
The process we go through to deliver this can be found here.

We pride ourselves on becoming a trusted and personable advisor to each and every one of our clients. Our success in this area is demonstrated by the testimonials provided by our existing clients.