We are Independent Financial Fitness Coaches that help people secure their financial futures. We provide holistic financial advice to a diverse range of Clients.
We specialise in Family Trust based planning structures that provide bloodline protection and generational planning to protect wealth and to ensure that it passes in the right direction to chosen beneficiaries.
A legal background also makes us well placed to help solicitors ensure that their clients get the best financial advice and support in respect of setting up trusts and suitable underlying investments, financial planning for deputies on behalf of the Court of Protection and divorce – we are Resolution accredited experts in pension share and post divorce financial planning.
Our aim is to help all our clients make the right financial decisions to reach their goals. We ask our clients to “dream your life and then live your dream“. Our financial fitness programmes underpin this philosophy.