Independent financial planners & mortgage advisers
Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas.
Why choose us?
Unlocking your
Financial future
The key to achieving your life goals is understanding what’s important to you. With our expert guidance, we’ll help you achieve the future you want.
Client stories
Approaching retirement
Anthony Hawley
With his job becoming more and more stressful, we helped Anthony to retire five years earlier than he thought he could. Find out how effective financial planning helped him.
Learn more
Business owner
Paul McCarthy
Paul has a successful software company but knew he needed to structure his finances better. We’ve taken the load off his shoulders - without charging extortionate rates!
Learn more
Building wealth
Gary Read
Gary wanted help with his multiple pensions. Now he enjoys spending time with his children, safe in the knowledge that he won’t have to keep working into his 70s.
Learn more
In retirement
Douglas Martin
Douglas enjoys the confidence and peace of mind that comes with knowing that an expert will be looking after his finances for years to come.
Learn more
Senior executive
Derek & Christine Defty
Having built up a number of pensions over his working life, at retirement, Derek needed an expert to quickly put them in order, so that Christine could retire too.
Learn more
Facing redundancy
Craig MacDonald
When Craig was made redundant from Honda UK Manufacturing, he turned to us for financial guidance through this difficult time. He’s now looking forward to the future and his retirement.
Learn more
First-time buyer
Josh Horwood
With access to a wide range of mortgages, we helped first-time buyer, Josh to find a mortgage which suited his finances. And we took care of all the paperwork.
Learn more
Come and
Meet the team
Our friendly and welcoming team of financial experts will help you to achieve the future you want to have.
Meet the team
Sanjay Badhan
Independent Financial Planner & Managing Director
I specialise in detailed planning to help clients understand how much money they need in life; whether they are on track, and what they need to do to stay on track.
Learn more
Anil Badhan
Independent Financial Planner
I most enjoy being able to show my clients whether they’re on course to retire at their desired age with their desired lifestyle. If not, I can provide expert solutions to help them to get where they want to be.
Learn more
Sian Hewson
Independent Mortgage Adviser
I have helped clients to achieve mortgage success since 2014. As a fully qualified whole-of-market adviser, I can access great mortgage rates from across the market, so you know you will receive the best deal.
Learn more
Ana Marques
Head of Strategy
I work closely with our MD to improve processes as well as implementing long-term policies to ensure they fall in line with our expansion plans.
Learn more
Edi Coser
Business Administrator
I greet clients, chase up information, and make everyone’s life easier.
Learn more
Samantha Speake
Client Services Executive
Here, my role is to assist the advisers with various tasks and to help build and maintain relationships with clients.
Learn more
Have a question?
Get in touch with us
Talk to us about your financial future. Complete the form below and we’ll be in touch.
