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

Anchoring your financial future

Charting your way, investing with confidence

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 £300 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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Mortgages

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

Insights

New year, new decade, new approach to your finances?

You may have already made some New Year’s resolutions regarding healthy eating and exercise but could your finances do with slimming down too? The start of a new year, not...
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What can go wrong with the Bank of Mum and Dad?

Being part of the sixth largest lender in the whole of the UK can be a challenge. Especially when you’re completely unregulated and financial qualifications are a rarity. But it...
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What’s in a number? Is 70 the new 65?

When do you become classed as elderly? Or are you as simply as old as you feel? Research from the Office for National Statistics has revealed that although 65 has...
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