Meet our Members

We are a firm of independent financial planners.

You may be wondering if you can afford to retire, or you may already be retired and wondering how much you can spend without running out of money. You may have other financial goals that you are unsure how to reach, or you may just need a small bit of assistance setting up a pension, or arranging some life insurance.

Whatever your financial question, we’d be very happy to help you.

We have a focus on sustainability, and our aim is to have a positive impact on our clients, our staff, and the wider community.

We operate a fixed price model, with our fees being based on the complexity of the work we agree to undertake for you. We do not believe it is fair to charge percentage based fees for our services, as is common in the profession.

Our approach to client service, fixed fees, and a focus on sustainable investing make us unique in the north east.