We are a firm of qualified and experienced Independent Financial Planners, focused on helping you achieve and protect the lifestyle you desire.
We are passionate about clients achieving their goals and having the confidence and reassurance to know that they can live the life they want, without the fear of running out of money.
We pride ourselves on delivering friendly and professional advice in a clear easy to understand manner.
Our clients know they are dealing with a face they can trust and rely upon ongoing, as well as knowing their families and loved ones are also safe and secure should the worse happen.
Whether you are at the stage of starting to build personal wealth, or you want to protect and maintain wealth already accumulated, as your adviser, we are here to ensure this is done tax efficiently and in line with your requirements at all times.
We subscribe to a large support network for Independent Financial Advisers, which means we have a team of technical financial experts that allow us to deliver high quality advice in all areas of financial planning.
We understand that Financial Planning is a very personal matter, and no two people have identical circumstances, ambitions and needs. What’s more we understand that needs and goals often change over time and everyone’s financial situation is different. Therefore the financial plan we produce for you is unique and individually tailored to suit your particular needs, and we encourage regular contact to reassess your goals.
We can see you either at your home, or at our offices in High Wycombe and Accrington, where you will feel comfortable in our modern professional surroundings.
About William
After leaving full time education, Will joined his father’s company which lead him to travel to India managing the family business. Will then moved back to the UK business as the financial manager which then led him into the financial services industry in early 2006.
Having been involved in the financial service industry since 2006, Will has extensive knowledge and experience to support his financial planning process. Will has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment his advice in all areas of financial planning.
At the heart of Will’s advice process is the passionate belief that through careful and considerate financial planning, his clients will have the firm financial foundation to build the life they want now and in the future.
About Kirsty
First joining the industry in 1996, Kirsty now has over 25 years’ experience in the financial services sector.
Having never been involved in any other industry during her working life, Kirsty has extensive knowledge and experience to support her financial planning process. Kirsty has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment her advice in all areas of financial planning.
Outside work, Kirsty is married to Will, and has 3 young children. As well as spending quality time with her family at the weekends, she enjoys trying to keep fit, eating out, and socialising with friends.
About Jodie
As part of our administration team Ilona supports the advisers in dealing with new client business, report writing and ongoing service requests from clients. As part of the team she’s the first point of contact for clients and liases with providers to ensure investments and pensions are correctly processed and invested.
Ilona also works closely with Will dealing with all of our mortgage submission and processing.
Ilona has recently completed a Bachelor of Science degree in Psychology and is now training to become a mortgage adviser within our firm.
In her spare time Ilona enjoys socialising with her friends and family, travelling and running.
About Vicky
As part of our administration team Vicky assists the advisers in dealing with client new business, report writing and ongoing service requests from clients.
Vicky also deals with our marketing and client communications, as well as helping Jodie with ongoing client reviews.
Vicky has had previous experience working in an office environment for over 5 years.
Away from work, Vicky is mum to 4 children, and enjoys socialising with her friends, spending time with her close family and Craft making. Vicky is also fluent in Makaton.
Call us for a freindly chat on 01254 447216 or fill in our contact form.