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? key

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.

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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.

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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!

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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.

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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.

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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.

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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.

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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.

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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 teamkey

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.

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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.

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Sian Hewson

Mortgage adviser

I’ve been helping clients to achieve mortgage success for seven years. As a fully qualified whole-of-market adviser, I can access rates from across the market, so you’ll receive the best deal.

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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.

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Cejay-Louise Millard

Senior Administrator

As a senior administrator at the firm, I assist the advice team and help to ensure the smooth day-to-day running of our office and reception.

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Edi Coser

Business Administrator

I greet clients, chase up information, and make everyone’s life easier.

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