It starts with us listening

Yes, we're the financial experts. But you're the expert on you. So first, we'll want to get to know you a little better. Unlike most Financial Advisers we don't just focus on the money. That bit's fairly standard and we really are the local experts. Our PlanHappy process is all about uncovering what keeps you awake at night and what your hopes are for the future. Then we can use 'the money bit' to work out how to get you there.

Step 1: Explore & Plan

Come and see us for a chat about your circumstances, what your concerns are and what you're trying to achieve

View Step 1: Explore & Plan

Step 2: Specify & Build

We'll give full advice and recommendations on how to put your financial plans into action. Then we'll do all the hard work for you.

View Step 2: Specify & Build

Step 3: Protect

We'll chat with you about your thoughts for how you'd like your money to be dealt with and managed, when you no longer can.

View Step 3: Protect

Step 4: Maintain & Improve

We'll be with you every step of the way and making sure everything stays on track. Even if the track changes.

View Step 4: Maintain & Improve