Independent Financial Planning + Investment Management

Established by four financial service professionals, our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives.

This could be to retire earlier, work less, enjoy more family time, create a legacy or to grow your wealth.

Understanding your needs becomes our passion and providing your goal is our mission.

Please call us on 0116 403 0138 or enquire via


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We’re proud to be part of the Pledge 1% initiative and we’ve signed up to give 1% of our time, product and profits to good causes.