Director and Chartered Financial Planner
We are an independent, highly qualified and empathetic financial planning firm with around 30 years of experience in and around the Buckinghamshire area. We’re proud to say that we are both Chartered and Accredited – something very few firms can claim to have.
By understanding your journey and where you’d like to be, our financial planning service will provide you with clarity, security and freedom. We mean it when we say that we want to hear the ins and outs of your life and be there as you go through various experiences and life changes.
It’s important that we understand your lifestyle as well as your hopes, concerns and aspirations before we give you any advice. Likewise, it’s equally important that you get to know us.
The Life Roadmap Service includes a detailed evaluation of your financial circumstances and looks at more than just the value of your investments and holdings. It’s a clear action plan of the steps that need to be taken to achieve your goals.
This is where we put our recommendations into practice. We recommend and implement the most suitable products to meet your needs, identified through our planning process.
Meeting regularly, we’ll continue to review your plan to ensure it stays on track and relevant to your changing objectives, as well as any changes in the financial and economic environment.
Mark and Alison Chamberlain
"The company takes time to find out what our aspirations and needs are."