Your local connection to the global financial world

Who we are

Welcome to our family-owned financial services business, where we are dedicated to delivering trustworthy independent financial advice to the residents of Hampshire, Surrey, and Sussex.

Our values are centred on placing our clients’ best interests at the heart of everything we do, guiding them on their financial journey with unwavering honesty. Our goal is to provide each client with peace of mind, offering support throughout all the highs and lows that may come their way.

As a Chartered Financial Planner, I ensure that your financial affairs are managed with the utmost expertise and care. Rest assured, your financial well-being is in safe and capable hands. Our commitment to providing reliable and knowledgeable guidance allows you to focus on what matters most while we work diligently to help you achieve your financial goals.

Take the first step today by contacting us to discover how we can help you navigate towards a brighter financial future.

How we can help you

By choosing us, you can rest assured that you will receive the best possible service. We understand that making important financial decisions can be daunting and stressful. That is why clear and precise communication is at the forefront of our approach, ensuring we explain all options in an easy-to-understand manner. Transparency is a cornerstone of our values, and we take pride in offering a competitive fee structure, providing exceptional value for your money.

We passionately strive to drive down investment costs as it is the one factor guaranteed to improve returns and are dedicated to helping our clients avoid costly investment mistakes. When we make a promise, we stand by it and deliver on our commitments. You can trust us to provide the highest level of service and unwavering support on your financial journey.

Why choose us?

We look after your money as if it is our own.

We genuinely appreciate the significance of entrusting someone with your hard-earned money. You can have confidence that we manage your finances with the same care and responsibility as we would our own. Building strong, lasting relationships with our clients is at the heart of our approach, and we achieve this through our friendly, personalised, and professional service.

To ensure a global perspective, we have strategic investment partnerships that enable us to offer a value-for-money proposition, encompassing comprehensive advice, administration, and investment management services. Being an independent firm, we take immense pride in delivering impartial and unbiased advice. Diligently assessing the entire marketplace, we strive to find the most beneficial, cost-effective, and tax-efficient solutions tailored to each client’s specific needs.

Our genuine commitment lies in assisting individuals like you to achieve your unique goals and aspirations. With our dedicated team by your side, you can embark on your financial journey with confidence, knowing that we are here to support you every step of the way.

Working for the benefit of our clients, not shareholders

Client Reviews

Get in touch

Liam Starley

APFS Chartered Financial Planner

Scott Moorhouse

Senior Financial Advisor