Our mission is simple: to become the most trusted financial planning business in Wiltshire.

We put people at the heart of everything we do – whether that’s our clients, our colleagues, or our community and charity partners. Trust, care, and genuine relationships are what set us apart.

We are proud to support local causes, give back to our community, and to be known as approachable, professional and reliable – qualities our clients, and our team, can always depend on.

Putting You First

Everyone's circumstances and needs differ; we place our clients’ needs at the centre of every decision. Our advice is always tailored, practical, and designed to make a real difference in their lives.

Building Long-Lasting Relationships

Financial planning is a journey, not a transaction. We aim to be trusted partners throughout our clients’ lives – staying in touch, reviewing regularly, and being proactive to deliver the very best service.

Being Trusted and Confidential

We take our responsibility to you seriously, which is why we value your trust and confidentiality.

As a local business and Partner Practice of St. James's Place, we are able to offer a range of wealth management solutions that are backed by the SJP Guarantee. This gives you and your family peace of mind, knowing that we're always acting in your best interest.

Caring for our Community and the Environment

We are committed to making a positive impact on our local and wider community. It’s important to us that whilst looking after your wealth we also look after the people and the environment around us – through charity, community initiatives and sustainable practices that benefit not just our clients but the world around us. To learn more, see our Charity & Community Page.

Thinking Ahead

We understand that change is constant, our advice is thoroughly researched, combining our own expertise with knowledge from SJP's global network. We proactively manage your wealth, ensuring that we're always well-informed and positioned to provide the best possible advice.