Take Control of Your Finances with Expert Guidance
UK-Based Financial Consulting Tailored to Your Goals
From personal financial plans to corporate strategy, we help you make smarter, more confident financial decisions.
About Us
We are an independent financial consulting firm based in the UK, committed to helping individuals, families, and businesses build a strong financial future. Whether you’re managing personal wealth, preparing for retirement, or running a growing enterprise, we provide tailored advice grounded in insight, integrity, and strategy.
With years of industry experience and a client-first philosophy, we offer a full range of consulting services — always with clarity, transparency, and your best interest at heart.
Why Choose Us?
Ongoing support — not just one-off consultations
Goal-based planning built around your unique needs
Clear, honest advice with no jargon or hidden fees
Confidential & secure, GDPR-compliant service
Who We Are
Our diverse team of professionals brings together specialists in personal finance, business advisory, tax planning, and investment strategy. We are FCA-compliant and driven by a passion for empowering our clients through financial knowledge and custom solutions.
Whether you’re looking to grow your savings, plan for retirement, reduce tax liabilities, or navigate business finance, we are here to guide every step of the way.
Our Team
Corporate Finance Consultant
Mark Johnson
Extensive background in business finance for startups and SMEs. Previously worked with FTSE 250 companies.
Lead Financial Advisor
Rachel Lewis
15+ years of experience in wealth management and personal financial planning. Specialist in retirement strategies and inheritance tax planning.
Client Relations Manager
Emma Taylor
Ensures each client receives a personalised experience, managing onboarding and ongoing communication.
Business Partners
The Services We Provide
Personal Financial Planning
Savings & budgeting strategies
Retirement and pension planning
Insurance & estate planning
Corporate Financial Consulting
Business budgeting and forecasting
Financial reporting and KPI analysis
Mergers, acquisitions, and exit strategies
Tax Planning & Compliance
Individual and corporate tax optimisation
VAT guidance and submissions
HMRC compliance support
Investment Strategy
Risk assessment and portfolio diversification
Long-term financial growth plans
Ethical & ESG-focused investing
Startup & SME Finance Support
Funding strategy and grant access
Cash flow management
Business structure and tax efficiency
Client Testimonials
The team helped me consolidate my finances and create a clear path to retirement. I feel secure and in control for the first time in years.
Janet M.
Professional, efficient, and easy to work with. Highly recommended for any business owner.
David P.
They supported our startup with funding strategy and cash flow management — an essential partner to our early success.
Thomas B.