Your central hub for financial success.

Navigating the world of finances can be challenging, with its abundance of jargon, regulations, legal terms, and other complexities. Our goal is to offer a fundamental understanding and educate as many individuals as possible. By doing so, we aim to enable more people to experience the positive impact of well-managed finances.

We thrive on celebrating the achievements, milestones, and improved circumstances of our clients, taking great pride in the exceptional service we deliver.

Your central hub for financial success.

Navigating the world of finances can be challenging, with its abundance of jargon, regulations, legal terms, and other complexities. Our goal is to offer a fundamental understanding and educate as many individuals as possible. By doing so, we aim to enable more people to experience the positive impact of well-managed finances.

We thrive on celebrating the achievements, milestones, and improved circumstances of our clients, taking great pride in the exceptional service we deliver.

Meet the Team

Meet the Team

Chrissie Swain

Admin Manager

Lucy Baron

Office Manager

James Brown

Financial Adviser

Rob Brown

Mortgage Adviser

Chrissie Swain

Admin Manager

Lucy Baron

Office Manager

Our commitment

We pride ourselves on being a stand out, family run business;

  • We genuinely care about our clients, finding them the best deals and joining them on the journey to achieving financial milestones.
  • We have direct access to the whole of the financial market and their underwriters, ensuring smooth and favourable transactions.
  • We are willing to meet with you in your home for all appointments and signatures (you can of course come to our office if you would prefer!)
  • We can offer a purely online advisory service if that is more convenient for you.

Our commitment

We pride ourselves on being a stand out, family run business;

  • We genuinely care about our clients, finding them the best deals and joining them on the journey to achieving financial milestones.
  • We have direct access to the whole of the financial market and their underwriters, ensuring smooth and favourable transactions.
  • We are willing to meet with you in your home for all appointments and signatures (you can of course come to our office if you would prefer!)
  • We can offer a purely online advisory service if that is more convenient for you.