Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

New look, same knowledgeable advice and high levels of service

We’ve had a bit of a makeover! As well as a new logo and whole new suite of stationery, this includes our brand new website.

Do have a good look round the new site and let us know what you think. It’s been designed to be visually appealing, informative and easy to use. We feel the striking photography of our surroundings makes the perfect backdrop for us as a local firm at the heart of the community in Olney. Much of the thinking behind the design has also been to reflect our personal approach and the fact we are a family business.

It’s been a project of evolution not revolution. We’ve still got the same high level of service, beliefs and values – just a fresh, updated look. One shift in emphasis since the business was first set up in 1994 has been that rather than providing financial advice on specific products, our approach is now one of lifestyle financial planning. We sit down with our clients to help them set goals they want to achieve in life, define the type of lifestyle they want to live and then ensure their finances are in the best shape to help them get there. As our strapline states, ‘your future in focus.’

We’ve also recently received the news that we’ve been awarded CII Corporate Chartered status as a firm. This is fitting recognition of our commitment to ethical practice, provision of competent and knowledgeable advice, together with service and support of the highest quality; the way we’ve always worked but it’s gratifying to have the formal ‘badge’ to prove it now too.

We hope you like the ‘new look’ as much as we do – we’ve certainly been delighted with all the positive feedback so far. If you have any comments or queries please let us know and if we can help with any aspect of your financial planning do get in touch.