Our Mission – We help clients achieve their life goals by building a business that feels like a family, for our clients, our staff and stakeholders, helping every client fulfil their financial potential, and maintaining our own values and identity as we grow.

Our Purpose – We believe that our key purpose is to really care about our clients, to help them plan for the unpredictable and facilitate their dreams and life goals through true financial life planning. We will go beyond products and short-term mindsets to build life-long relationships, long term value and financial wellbeing. We will be there for clients in good times, and bad. 

Our Values

We promote a high-performance culture and cohesive team with the following values:

People-focused – Our business is our people and our clients

Dependable – We are reliable, credible and trustworthy and always act with the utmost integrity. We take pride and ownership in our work, always delivering our best, whilst building lasting relationships.

Ambitious – We recruit individuals determined to excel in their roles and develop themselves in line with their own goals and those of the business.

Effective Communicators – Our communication style is simplified, meaning we are easy to reach, and we aim to keep our clients, suppliers and each other informed at all times.

Excellence – We deliver first-class advice from the most well-informed, highly skilled, qualified and experienced experts in their field.

Respect in the workplace

We value our team members as individuals, and we show that we care about each other through:

Honesty – We speak and act truthfully, with moral integrity, self-awareness and an awareness of others.

Respect – We treat others how we would want to be treated, and we act with due regard for the feelings, rights or wishes of others.

Accountability – We demonstrate a strong work ethic and take responsibility for our own goals and tasks. We have a willingness to allow others to evaluate our performance, and we create a safe environment for people to learn and grow from their mistakes. .

Inclusivity – We make everyone in the workplace feel valued and appreciated, and offer equal opportunities and resources, regardless of background or circumstances.