Our heritage is a mark of our endurance and stamina.


We’re a small, independent financial planning firm based in Stockton-on-Tees. We help both individuals and businesses make the most of their assets such as pensions, investments, retirement planning, mortgages and insurance.

We’re proud to have been offering sound financial planning advice for nearly 30 years – a testament to our outstanding client relationships, gifted team and dedication to innovation which has kept us at the top of our profession despite the ever-changing world we live in. We’ve faced challenges with dignity and strength and always delivered on our promises to our clients who remain the heart of everything we do.

Our ethos is to inspire, add value and make a positive difference to the lives of each one of our clients, no matter their portfolio size and we believe in integrity, quality, trust, leadership and professionalism above all else. We think our financial planning service is second-to-none because we provide old-fashioned values alongside the latest innovative tools to help build, manage and protect your wealth.

We pride ourselves on our collaborative and supportive approach, guiding you through the maze of options to help you make more informed financial decisions, taking away the burden to allow you to get on with enjoying the things which really matter.

Despite our remarkable heritage, it is our innovative outlook which will ensure that we continue to provide thought-leading financial advice for many years to come.

 

Read about our values, ethos and beliefs >