WISDOM+ KNOWLEDGE+ STRATEGY for you and your business
No matter who you are or what you do, we tailor advice to suit your particular circumstances.
What we do
Our passion is helping people. It's what we love to do and it's what we're good at.
Professional Advice
We draw on our network of industry experts, including legal and accounting professionals, credit advisers and consultants, to facilitate specialist advice from the right people at the right time.
Staying on track
We offer six-monthly check up and yearly review meetings, to update and refine your financial plan. This will make sure you're on track to achieve your financial goals.
Advice on Demand
We offer an advice on demand service, providing you with targeted, timely financial advice on specific issues that are relevant to you, exactly when you need it most.
Need independent financial advice?
There's no one quite like you, which is why we adapt our core advice offering to your unique circumstances. Whether you're an individual, part of a couple, have a family or own a business, we offer sound financial advice, designed to improve your financial wellbeing and to help you to do well.
Jane's story
Jane is a lateral thinker whose natural curiosity and vitality enable her to think outside the box and apply fresh ideas and creative approaches to fit the unique needs of each of her clients.
As a committed financial adviser, Jane works with a broad range of clients, and is particularly passionate about helping women and supporting small business owners to successfully manage, grow and develop their businesses. Her love for small business has come out of her own experience in operating successful family- businesses for 30 years.