How we work


Our business is based on the fundamental belief that financial planning is about more than just managing your money. It’s about changing your life for the better and enabling you to live out your dreams. We believe it’s our role to help you to achieve wealth in all of its forms, whether that be money, health, time or relationships. When all of these are in balance, you are more likely to:

  1. Live longer
  2. Live healthier
  3. Have better relationships.

Building a long-term relationship based on trust is paramount to us. We can only do this by carefully listening to you in order to understand what is important to you, your desires and aspirations. Our aim is to give you information that is relevant to you but jargon-free so you can clearly see the options available to you. 

It’s our mission to help you make the most of your life by making the right decisions on what matters to you, both now and in the future.

We follow these five steps in order to achieve your goals:

You’ll find a warm welcome at our Furzton Lake offices, plus ample free parking right outside with a wide range of drinks, including freshly brewed coffee using coffee beans we grind while you wait. 

Your meeting will be one-to-one with a professional adviser. It is confidential and at our expense. Together we will:

  • Discuss what is important to you and your lifestyle objectives

Get to know each other to see if we are a good match. 

We will gather the necessary information and we will build a cashflow forecast to see where you stand financially. Next, we then establish if you are on track to meet your goals and, if not, what needs to be done to get you there. This will give you clarity around your future. 

Your financial plan will be presented to you in order to help you to achieve your goals and aspirations. 

Time to action your financial plan. Our friendly team will make sure that the paperwork is kept to a minimum to ensure a smooth experience.

It is important to make sure that you are still on track by meeting regularly. This is your opportunity to ascertain that our recommendations are still appropriate and, if not, we will make the necessary changes.

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Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

Please note that all client communications are being recorded.


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Useful guides

We've created two useful documents to help you find a Independent Financial Adviser and make sure you get the most from them.

16 Questions To Ask Your Independent Financial Adviser

How to find an Independent Financial Adviser

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