Business Details
28 Years
experience
Trusted Financial Advisers in London
Established in 1998, we are independent financial advisers serving clients across London, Surrey, and the UK. Our small, dedicated team specialises in holistic financial planning, prioritising client needs through tailored solutions. With over two decades of experience, we focus on wealth management, retirement planning, mortgages, and protection, ensuring clarity and confidence in every financial decision. Our approach combines deep market knowledge with a personal touch, fostering long-term relationships built on trust and transparency.We pride ourselves on unbiased advice, leveraging our expertise to address complex financial challenges while maintaining a commitment to ongoing client education and support. Regular reviews and adaptive strategies ensure our clients remain aligned with their evolving goals, reflecting our dedication to excellence in financial advisory services.
Services
Wealth Management
Retirement Planning
Mortgages
Protection
Business Owner Services
Details
- Year established: 1998
Highlights and features
- We offer independent financial advice covering the entire market.
- Our client-focused approach prioritises your unique financial goals.
- We provide personal service with direct access to our entire team.
- Our holistic planning considers your life goals and circumstances.
- We maintain transparency and regular reviews to adapt to changing needs.
What people say
Accommodating and helpful
Streamline my portfolio
Significant help
Clients for more than 30 years
Valued his clarity
Services
Wealth Management
We create tailored investment strategies to grow and preserve your wealth. Our approach combines market analysis with risk assessment to align portfolios with your financial goals. Clients benefit from ongoing portfolio reviews and adjustments to navigate changing market conditions effectively.
Retirement Planning
Our retirement planning service helps you achieve financial security in your later years. We assess pension provisions, tax implications, and income requirements to develop sustainable retirement strategies. Clients receive cashflow modelling to visualise their financial future with confidence.
Mortgages
We provide expert mortgage advice for home purchases and remortgaging. Our service includes market comparisons, affordability assessments, and application support. Clients benefit from our knowledge of specialist mortgage products and regulatory requirements.
Protection
Our protection services ensure financial security against unforeseen circumstances. We advise on life insurance, critical illness cover, and income protection tailored to personal and business needs. Clients receive regular policy reviews to maintain adequate coverage.
Business Owner Services
We offer financial solutions for business owners, including succession planning and pension strategies. Our service addresses cashflow management and tax-efficient wealth transfer. Clients benefit from our understanding of the unique financial challenges faced by entrepreneurs.
People
Justin Riley
Independent Financial Adviser
With over 20 years' experience, Justin specialises in retirement planning and investment management. He focuses on creating sustainable income strategies for clients, combining technical expertise with clear communication to build long-term trust.
Rachel Oakeshott
Mortgage and Protection Consultant
Rachel brings expertise in mortgage solutions and financial protection products. She helps clients navigate property transactions while ensuring adequate risk coverage, maintaining a client-first approach throughout the advisory process.
Jen Riley
Independent Financial Adviser
Jen specialises in holistic financial planning, focusing on wealth accumulation and intergenerational wealth transfer. Her approach combines technical knowledge with empathetic guidance to address complex family financial needs.
Questions
What areas do you serve?
We provide financial advice to clients in London, Surrey, and across the UK.
What services do you offer?
Our services include wealth management, retirement planning, mortgages, protection, and business owner financial solutions.
How do you approach financial planning?
We use a holistic approach, considering your life goals, risk profile, and financial circumstances to create tailored strategies.
Are you regulated by the FCA?
Yes, we are an appointed representative of Sense Network Limited, authorised and regulated by the Financial Conduct Authority.
How often do you review financial plans?
We recommend annual reviews to ensure your plan remains aligned with your evolving financial goals and circumstances.
