About us

We are always prepared to go the extra mile to meet your needs.

We stick to our word

Having been in business for more than 40 years, we are continuing to evolve and improve our services. Quality and excellence have always been at the forefront of our minds, and over the years, we’ve refined our financial planning process to deliver sound advice that suits your individual needs.

Whether you’re looking for professional help with pension planning or managing your wealth now and in the future, you’ll find that our holistic financial planning approach is thorough and efficient.

What is financial planning?

We get the job done

To reinforce our reputation as financial planners, the Chartered Insurance Institute has awarded us the prestigious Chartered status. As a Chartered firm, we adhere to an ethical code that underpins broader commitments to professional values.

That’s not all we have to shout about, as all three of our financial planners also hold individual Chartered status.

Our Chartered status

Get to know us

Neil Buckingham

About Neil

With more than 30 years of experience, Neil specialises in pensions, investments and tax planning.

Managing Director and Chartered Financial Planner

Simon Moran

About Simon

Simon specialises in pensions and investments, and he works with clients who are approaching or in retirement.

Chartered Financial Planner

Alex Breadmore

About Alex

Alex has gained the award for VouchedFor Top Rated Adviser for the last six years and holds Chartered status.

Chartered Financial Planner

Gemma Allison

About Gemma

Gemma has more than 25 years of experience in financial services and is also qualified as a Chartered financial planner.

Paraplanning and Client Services Support Manager

Jane Coo

About Jane

Jane is a key member of the team, and she supports clients and planners across all our services.

Wealth Management Administrator

Suzanne Prout

About Suzanne

Suzanne is a long-standing member of our team, and she looks after the administration needs of clients.

Wealth Management Administrator

Jess Marriott

About Jess

Jess supports the paraplanning team, and you will often speak to her when you call the office.

Junior Paraplanner

Gemma Richman

About Gemma

Gemma provides administrative support to the team and helps advisers prepare for meetings.

Wealth Management Administrator

Val Wright

About Val

Val has been working with us for more than 30 years, dealing with individual and corporate clients.

Employee Benefits Account Manager