About Us
We are independent
As Independent Financial Advisors we work for you, and you can be confident that your interests come first. We will tailor solutions to meet your needs and always research the whole UK market to find the most appropriate financial product of its type based on cost, benefits and performance.
We have provided exceptional personal, professional, impartial advice and service to our clients over the years. Our approach:
- Is to take a holistic view of your finances and life situation
- To review your existing arrangements, establishing your lifestyle goals and financial objectives
- We believe we can bring benefits that will outweigh the costs
"We believe in lifetime partnerships with our clients"
Our valued clients have remained loyal and recommended us to others
meet our team
Ben Gaulton (Chartered MSCI)
Ben is an Economics graduate with over a 10 years experience in financial services including 6 years with a FTSE 100 company assisting clients with their investments. He is a Chartered Member of the Chartered Institute of Securities & Investment (CISI). Ben brings his experience, a modern approach to technology and in turn draws on the experience and specialist contacts of a well established reputable business.
John Gaulton (DipPFS)
John has decades of experience in finance having previously worked in international banking prior to becoming a financial adviser. He holds the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute (CII). John's extensive experience in the industry is hugely valuable to our clients.