Find an Independent or Restricted Financial Adviser

I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.

Molly is a Wealth Planner holding the Chartered Insurance Institute Diploma in Financial planning, with over five years of industry experience.

It's the quality of the advice, not the quantity, that matters.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Wealth management built around you - from one of the world's strongest banks.

We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.

Wealth management built around you - from one of the world's strongest banks.

We can help you plan for your financial future

We are 'The Modern IFA' and aim to treat all of our clients fairly. Our first contact is free of charge, that includes a phone call and a first meeting.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.