Why us?
We get it. Picking a financial planner is a big decision, and it's crucial for you to feel confident that we're the perfect match for your needs.
Relax, we’ve got this
From the ground up, our small but mighty team has a deep understanding of who you are, the challenges you face and the goals you’re working towards.
Our independence makes us unique because we can provide a personal service without being tied to any one company or product. For you, this means that you can rest assured that every recommendation we make will be in your best interests.
But that’s not all we have to offer...
We raise the bar when it comes to financial planning, as we have a clear focus on cashflow planning and your unique lifestyle. It's not merely about crunching numbers; it's about the individuals and their families for who we provide these services.
We are one of a kind and consider ourselves to be a real, local financial planner on which you can depend. In a world where everything is digital, we want to still feel – and be – genuine. We like to think that we are a friendly and recognisable team in Ledbury.
Henry’s experience and qualifications make him a trusted professional to help you reach your goals. He has reached Chartered and Fellow status; however, he continues to undertake exams to further his knowledge and deliver the very best advice.
Did you know…
Although we meet with you to talk about financial planning, we also have a knack for speaking about any subject to anyone. Whether your passion lies in fine wine, sports or travel, we genuinely want to learn more about your interests.
And if we don’t know about your interests, we will seek to understand them! There’s always a lot of laughter in our client meetings, and we plan to keep it that way.
Let’s start a conversation about your future ambitions
There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.
