What we do

Our initial meeting is usually without charge, at this meeting we will provide a full written explanation of our costs. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing the benefits whilst considering the cost.

Our final financial planning proposals are well-researched and constructed on the basis of what's suitable for our clients. And of course, we are prepared to work alongside our client's Accountants and Solicitors. We firmly believe in the importance of working together and building relationships with our clients to help them fulfil and achieve their financial objectives. We're a highly experienced and understanding team of independent financial planners with our head office in Abergavenny but covering a wider area.

We take pride in the relationships we build and the innovative financial plans we are able to provide our clients.

Advice process

We have a six step process:

  1. Initial meeting and review to identify needs and objectives
  2. Getting to know you - gathering all of the information we need
  3. Analysis - preparing an analysis of your situation
  4. Recommendation - developing a Strategic Plan
  5. Implementation - of the Strategic Plan that we have set out
  6. On-going service and relationship - monitoring your progress in the future


We are based mainly in Monmouthshire and Herefordshire, with clients in Abergavenny, Chepstow, Hereford, Monmouth, Newport, Raglan, Ross-on-Wye, Usk and surrounding areas. We also serve clients in Hampshire and Wiltshire.