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Independent,
people-focused planning.

Being an independent firm allows us to utilise our abilities and knowledge for the benefit of the only people we work for – our clients.

Our Team.

We are truly independent financial planners that build long-term relationships with our clients.

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Charlie Wade

James Wade

James Stilwell

Managing Director 

Director of Financial Planning

Senior Financial Planner

About Charlie >

About James >

About James >

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Olga Katine

Jess Daniels

Daniel Piper

Mortgage & Protection Adviser 

Mortgage Administrator

Financial Planning Associate

About Olga >

About Jess >

About Daniel >

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Jack Chamberlain

Operations Coordinator

About Jack >

We're Top-Rated

All our planners feature regularly in VouchedFor’s top rated adviser guide and have again in 2024. The guide, which is distributed in The Times, identifies the UK’s best financial planners based on actual client feedback.

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What our clients say...

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