Your Wealth Matters – We will help you to enjoy your lives by developing a financial plan aiming to achieve your goals, with sustainability and social responsibility being a core aspect of the advice we provide. 

Everyone has different needs, aspirations and time horizons for their goals and at different stages of their life journey. We develop bespoke plans for each client, which we regularly review and adapt as appropriate. 

Our clients include professionals such as accountants, solicitors, doctors and dentists, as well as successful entrepreneurial business owners, and experienced airline pilots. Brian’s bloodstock, agriculture and horticulture clients also benefit from his experience. To find out more about Brian’s background, please visit the ‘meet the team’ page. 

We offer clients and relatives of clients the opportunity to have a no-obligation ‘pre-marital’ coaching session to discuss their joint and individual objectives, to be able to discuss and priorities this when they discuss these important matters, which may include but will not be limited to children, education, career, faith, lifestyle pre and post retirement. 

Furthermore, we encourage and run tailored financial training of children, from age 7, which is age appropriate, to ready them for their own futures when older.