Our Purpose

We are building one of the UK’s leading financial planning wealth management groups – but doing so with a difference. Below we set out our Purpose, Vision and Mission statements and our Core Values. These were arrived at collaboratively with input from the whole team as part of our Fulfilment Project. See if they resonate with you and get in touch if they do.

Our Purpose Statement (the ‘why’)

Being wealthy means different things to different people. We are passionate about helping people achieve their true wealth and the positive impact this has on our clients, colleagues and communities.

Our Vision Statement (the ‘what’)

Our vision is to combine the resources and expertise of a national business with the personal service and focus of a boutique firm. We will use our scale and compassion to create impact and influence as a force for good.

Our Mission Statement (the ‘how’)

We make a difference every day. We invest time to uncover and understand a clients’ goals, ambitions and values. We harness technology, skill and creativity to deliver financial freedom and peace of mind, doing for clients what they would do for themselves if they had the time, inclination and expertise.

Our Core Values

We hold our selves and our business to account by embracing a set of guiding values. Developed in conjunction with our team they are;

Clients at the heart of our business

Do the right thing

Strive for excellence

Side before self

Fulfilment for our people