Menu

Bristol & Bath Science Park, Dirac Crescent, Emersons Green, Bristol, BS16 7FR

Why choose us

We do financial planning differently. We take a modern approach to planning, focusing on the areas that matter to you most and use technology to automate the things that don't..

Honest, bespoke advice

If you want your financial adviser to tell you what you want to hear, enjoy a slap-up lunch every six months and be invited to the annual Golf day, we’re not right for you. We use technology wisely, for example, to book our appointments, reducing the time we spend doing manual tasks allows us to pass the savings onto you, our clients.

On the other hand, if you’re looking for expert advice, with an adviser you can trust book an appointment now.

Oh, and one last thing, we aren’t looking to build an empire. When we reach 132 clients we stopping taking on new ones. That way you’ll always deal with the same person.

Are we right for you?

Will you get value from working with us?

Our aim is that our advice makes or saves you money and gives you both peace of mind and financial confidence.

Can you afford our fees?

We’re totally transparent about the fees we charge, and confident they represent superb value for the bespoke service you’ll receive.

Will we get on?

If you share our values and you’re happy to deal with a straight-talking, honest planner, we’ll work together. If you don’t, we won’t.

What we do

If you want stripped-back financial planning without the frills, you’re in the right place. We combine decades of financial experience with the latest technology to help you achieve your life and financial ambitions.

What We Do
Testimonials

My husband and I needed guidance and advice for handling our finances and making sure we had enough to retire on. Ian has been brilliant at doing this. From the moment we met Ian we felt at ease. He’s been a delight to work with, helped us focus on what is important to us and our future, been prompt with his replies and completely honest to our multitude of questions. I am so glad we chose to employ Ian to help us rather than struggle with sorting our finances ourselves. It has been money very well spent. We now have peace of mind and can rest easy that our future will be secure. I can’t recommend him enough.

Karen & James

Ian and I have worked together for the last 3 years, His advice has always been honest even if it hasn’t always been what I’ve wanted to hear, He is reliable and responds to my queries quickly. I trust him, and that is why I wouldn’t hesitate to recommend him to others

John – Business Owner

Ian and I have worked together since 2012, When we first met I was toying with the idea of retiring but had doubts about whether I could afford it. Ian produced a cash flow forecast which analysed my expenditure and income needs. It gave me the peace of mind needed to stop work and I haven't looked back.

Clive – Musician

Book a meeting with us

To find out whether we're right for you (and whether you need a financial planner at all) book your meeting now. The first chat is always on the house.

Schedule Meeting

Signup to our newsletter

Book a meeting

The best way to get to know us is a face to face meeting. That sounds very formal but trust us when we say that it isn't!

It's a relaxed conversation about you, your life and your goals. There’s no pressure, in fact we never let you make a decision there and then. We’ll always send you away to sleep on it.

Please note, when booking a meeting we will ask for your name and email address. We will only use this information to confirm the meeting and location. We guarantee it will never be passed to a third party.