Forward thinking financial planning
with a sense of tradition

Shaped by our heritage,
creating your financial future

Expert financial planning
at the heart of the community

Ongoing, tailored
independent financial advice

About Us

We’re an independent financial planning & wealth management business, passionate about giving everyone the opportunity to access good quality financial advice whether that’s help with life assurance, mortgages, investments or their pension scheme. Our advisers are qualified to the highest professional standard and believe in offering innovative, tailored solutions – not a one-size fits all approach.

Key Events & Figures

  • Founded in 2002, our first office was opened in Hunstanton with just 4 staff.
  • In 2003 we moved to the Counting House in King's Lynn, where we employed 10.
  • Now firmly at home in King's Lynn, 2008 saw our move to Hanseatic House on King Street, where our numbers grew to 24.
  • After outgrowing Hanseatic House, in April 2015 we moved to our current premises on the Tuesday Market Place, where we currently employ 42 staff.
  • Our client funds under management have grown from just over £60 million in 2012 to over £230 million today.

What we do

Good financial planning advice, in our view, is about setting realistic objectives so that you can achieve your goals...
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Financial Planning

We believe that the best way to meet your financial objectives is with ongoing financial planning and advice...
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Company Pensions

We provide specialised advice on group pension schemes and can work with you to provide a suitable pension planning proposition for your staff...
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Retirement Planning

There are few financial decisions more important in your life than the ones you make concerning your retirement...
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We offer a fully independent mortgage advice service. Whether you are a first time buyer, are looking to remortgage your home, or need a buy to let mortgage...
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Our solutions

  • Let the taxman help buy your commercial premises

    Simon, John, David and Gregg * are four directors/shareholders in a medium sized manufacturing company, which like many firms has seen both the good
  • Saving a business’s life with the right protection

    Karin and Nick* run, a small, successful bistro business, as a limited company. Nick is ‘front of house’, welcoming customers and making them feel


Meet The Team | George Rawlings

George joined our team last year and is already well on the way to becoming a fully qualified IFA… How long have you worked here? Coming up to a year...
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What impact will an interest rate rise have on young homebuyers’ mortgage bills?

Recent official figures have revealed that homebuyers are being lent more money by banks than at any time since the global financial crisis a decade ago, with many of the...
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Meet The Team | Michelle Gill

After only joining us this year, Michelle is already a highly-valued member of our team. Find out more about her below… How long have you worked here? I started on...
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