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Financial Planner

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Chartered Financial Planner

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Chartered Accountant

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Member of the East Midlands Chamber

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Associate Firm of the Personal Finance Society

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Chartered Alternative Investment Analyst (CAIA)

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Chartered Fellow of the Securities and Investment Institute (CISI)

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Fellow of the Personal Finance Society

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Member of the Personal Finance Society

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Award in Long-Term Care Insurance

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Member of the Personal Finance Society

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    What we do

    Transforming the way you handle your wealth so you can achieve your greatest life ambitions.

    Achieve the best from life

    You’re putting your trust in us, and that’s a responsibility we don’t take lightly. Whatever your priorities are, we always invest the same amount of time and effort into genuinely understanding your goals and values.

    We don’t stray away from the subjects we know we’re good at, which is why we focus on five areas of expertise.