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About us
About
Boldly raising the bar
Our role as independent financial planners is to get your finances in order and keep them that way. Together, we’ll help you make smart choices about your money. Being a small team allows us to be more personal and offer a bespoke service.
Although we are small, our expertise remains unrivalled, and we have a first-class team to deliver on our promises. Whether based in Cheshire, in another corner of the UK, or overseas, we’re here to act as a bridge between where you are now and where you want to be.
Our Chartered and Certified financial planner, Chris, was coached in the USA and has a strong understanding of values-based financial planning. He focuses on what’s important to you and builds a plan around it.
About
A team on a mission
We are an appointed representative of Holborn Assets, a leading international financial advisory group. They are recognised globally and locally for their excellence in client services and passion for implementing client-centric solutions.
Being the UK arm of a growing global financial services business equips us with the tools and support needed to provide the highest service standards, and allows Chris to provide advice on pension transfers.
About
Our charter
We pride ourselves on building a long-term relationship with you and achieving the right financial outcomes. We will deliver you peace of mind, focus on clearly understanding your goals, ensure you understand the advice we give, and behave with integrity at all times.
Our team hold the same values, which include reliability, trustworthiness, passion, customer focus, transparency and professionalism. When working with you, we will listen to you, communicate straightforwardly, and work together as a team to deliver the right outcomes.
