As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you as our client and by delivering an outstanding journey and experience for you and all those that matter most to you. We will build your plan around you and your requirements. It is built to help provide you with clarity and understanding, giving you peace of mind that you can achieve your goals.
We are proud of our professional, highly qualified and experienced team whose primary objective is to deliver the best financial planning to you.
We have all of the technology to deliver you a consistent client experience and allow us to spend more time with our clients and less time on routine administrative tasks. You, as a client are at the heart of our business and whilst our clients are diverse, they all have one common trait, they are serious about their financial future.
After the sudden death of my husband of 42 years, I was left to make sense of our investments and savings. Claire came to my house and helped me plan my financial future. She took care to explain my options. Her professionalism and knowledge is impressive. I can pick up the phone to her at any time.
I have an excellent working relationship with Richard, he has been dealing with my finance for the past few years and would recommend him to anyone who seeks financial advice.
We have known Richard for a number of years and are therefore confident that the advice he gives can be relied on to be carefully considered for our financial requirements and resources through his professional knowledge and personal interviews. He reviews our financial planning at regular intervals and is always available to discuss any matters promptly and gives straight forward explanations of our investments in a friendly and informative manner.
I have referred clients to Claire Taylor for the past 10 years. Claire provides a high quality, client focussed and pro-active financial advisory service and develops excellent long term client relationships. Her level of knowledge and expertise in the financial services sector is first class and I would not hesitate in recommending clients to her and her company.
Paul from Southernhay arrived at our hour of need, like anyone self-employed we are always classed as odd! Well after he parked his white charger he came in took some details and went off to see what he could do. A day or so later Paul had let us know he had spoken with our accountant and lender with an in principle decision, WOW! So with a little bit of form filling (all correct but relaxed and not pressurised which comes from Paul's experience) mortgage dealt with in weeks not months and cover in place. Job done! I would recommend Paul to anyone wanted to look at Mortgage finance, the transaction was a pleasure from start to finish!
I have known Richard for many years now, originally through Lloyds Bank negotiations and more recently as my financial advisor. I consider it an honour to be taken on as one of his private clients and would thoroughly recommend him to anyone seeking advice about financial matters. Richard is a very astute and friendly person. His dealings on my behalf are extremely well prepared and thoroughly researched. He is most patient and tolerant when I need clarification on any point and I am always treated as if I am Richard's only client. In these uncertain times he is always someone on whom I can rely and am very grateful for all his help and advice.
I feel extremely confident in the hands of Claire and the team. Nothing is ever too much trouble. Claire arranges regular consultations and takes time to explain anything that I may not understand, answering any questions and researching product information to provide the very best advice. All in all a great service that I would highly recommend.
“Could you please pass on our thanks for Paul Beckett for all the work he put into sorting out the mortgage for our Daughter and our Son-in-Law to be able purchase the house next door to us. It was a long road for him with plenty of problems to be solved! Maybe you could give him a “well done” pat on the back?!! We will certainly put his name forward to any future mortgage/loans we hear about being needed by anyone we know. Kindest regards and thanks”