"Thanks to Jane Smith, I've been able to completely change career."
We’ve been working hard since 1994 to build a name for excellence in the profession, and it’s safe to say that we’ve achieved that – view our awards and accreditations to see for yourself!
However, technical ability alone is not enough. We build long-term working relationships with you by being a friendly and approachable team that people genuinely want to open up to and spend time with.
We’re all about providing freedom to make the big decisions you need to get to where you want to be.
Our independence allows us to offer unbiased advice and tailor our recommendations to you.
These gold standards of our profession acknowledge our expertise and professionalism within the field.
As a predominantly female team, we’re proud to be part of the Women in Finance Charter – supporting women to pursue a career in financial services.
You can expect a level of service, care and empathy that only a boutique financial planning firm with strong values can provide.
We’ve received a raft of recognition for having the knowledge, skills and experience to deliver a first-class service.
As our team has grown, so have our clients – many have stayed with us through generations.
We will listen to the ins and outs of your life to ensure we make the right decisions for your specific circumstances.
To make the process efficient, we do everything electronically. If you’re not IT savvy, we’ll find an alternative.
Mark and Alison Chamberlain
"The company takes time to find out what our aspirations and needs are."