About us

Serving the local community since 2002…

We’re an independent financial planning and wealth management business, based in the historic market town of King’s Lynn. Our experienced team of financial advisers have been providing advice to the local community on a wide range of financial matters since 2002, whether that’s help with investments, life assurance, mortgages, retirement planning, trust planning or group pensions. We believe in equipping people with the financial knowledge and freedom to live their desired lifestyle.     

Above all, we believe in making good quality financial advice accessible to everyone. And you’ll soon discover we take the time to find out about you and your individual circumstances so that we can provide a bespoke, tailored solution rather than adopting a ‘one-size fits all’ approach.

Proud of our history

Since we first set up in Hunstanton in 2002 with just three staff, we’ve come a long way. We moved to King’s Lynn to The Counting House on King’s Staithe Square in 2003, where our staff numbers grew to ten. We then moved to Hanseatic House on King Street in 2008, and grew to twenty-four staff. April 2015 saw our move to our current premises on the Tuesday Market Place, having now grown to a staff of forty-two.

We have taken great care to sensitively renovate this beautiful listed building and are proud to be able to open it up for local events whenever possible. This is all part of our commitment to the local community, which takes many forms, be that the sponsoring and support of local sports teams, charity organisations or promoting financial education in schools.

During this time, our client funds under management have grown from just over £60 million in 2012 to over £300 million today. Of course, our growth in terms of funds under management and staff numbers is not important in itself but helps demonstrate that our style of financial planning is meeting a demand for proactive advice.

 

Insights

Making sure you’re on track to retain your lifestyle in retirement

Do you feel like you just go to work day in, day out, with the weeks quickly turning to months and the months to years? If that’s the case, you...
Read more

4 tips to make your finances less scary this Halloween

With October kicking into high gear, bringing with it fiery-coloured leaves, thicker coats and fancy dress costumes, have a read of our article with its All Hallows Eve theme. If...
Read more

Marshmallows and Financial Planning

The Stanford marshmallow experiment is one of the most famous pieces of social science research out there. It has arguably influenced the way that many people live their lives, in...
Read more