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We are independent financial planners who specialise in ethical and socially responsible investment. Our aim is to provide financial solutions to meet both your financial planning and ethical and socially responsible objectives, incorporating "holistic" or "lifestyle" financial planning.
I set myself high standards and take great care to ensure my advice is accurate, clear, organised, the best solution, charged fairly and presented in a warm and friendly manner.
From the very start we wanted to make financial advice something clients would value and appreciate. We believe in a thing called service and creating long term relationships. Whether it's helping a young couple buy their first home, or a newly retired couple manage their retirement savings, it's what gets us out of bed in the morning!
