We are award-winning financial planners.
Trusted by hundreds of families in the Nottingham & Derby area, we have been recognised nationally as one of the UK's top 100 financial planning firms and won multiple awards for our approach.
OUR FOCUS: YOUR LIFESTYLE
Our focus is on growing, protecting and simplifying your wealth. Why? To give you the best chance of enjoying your ideal lifestyle - now and in the future.
We guarantee a free initial consultation of up to 1 hour, during which we will usually discuss some of your goals and your financial situation.
We charge a flat fee ranging from £2,500 - £7,500 for full financial planning advice and making all the changes you need. Extras are unusual. We charge a flat monthly fee to keep everything reviewed and address other planning issues as they arise.
Hundreds of clients have made positive changes after going through our carefully designed process.
Using sophisticated software, we create a detailed lifetime wealth forecast to test which goals are achievable and simulate your plan under different conditions.
Your personal financial planner then develops your plan, with clear practical advice
A great financial plan is based on a deep understanding of what's important to you, and the expertise to optimise and protect your wealth. All with the aim of giving you the best chance of success.
Using our proven process, we carefully consider every aspect of your finances. We forecast your wealth and the lifestyle it could support. Then we set out steps to help you get there as quickly and safely as possible.
David Norton Building Excellence 2018
NMA Top 100 Financial Adviser 2018 & 2019
Highly Commended Best Paraplanner 2019
VouchedFor Top Rated Adviser 2019 & 2020
The Point, Loughborough Road, West Bridgford, Nottinghamshire, Nottingham, NG2 7QW
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