Financial planning for individuals

You are unique and what you wish to achieve with your wealth is likely to differ from others.

As your life progresses, your needs and priorities will change. A financial planner can help you build and protect your wealth, ensuring it enables you to achieve your objectives.

How we can help you

As chartered independent financial planners, we have access to the whole market and can select the best solutions for you.

Whether you have accessed financial planning services before, or are seeking professional advice for the first time, we can help you.

By working with us, you will benefit from a range of financial planning support and guidance. This includes, but is not limited to:

  • a bespoke financial plan;
  • financial planning reviews;
  • access to your support team; and
  • financial guidance, content and communications.

Our process

Our expert team will work with you to create and implement a bespoke financial plan that sets out how you can achieve your financial objectives.  

Your financial planner and support team will continue to review your position throughout your ongoing relationship with us, providing you with the peace of mind that you are on track to live the life you want to lead.

You will be provided with a full breakdown of charges to agree prior to the commencement of any work.

1. Identify

Your financial planner will work with you to identify what you wish to achieve with your wealth.

2. Implement

Your financial planning support team will carry out thorough research to create and implement your bespoke financial plan.

3. Review

If featured in your service agreement, your financial planner will periodically discuss your circumstances with you and identify any changes that impact your financial plan.


Refer to the frequently asked questions below for additional information.

A comprehensive financial plan ensures you are building and managing your assets in a manner that will help you achieve your objectives and life goals.

Seeking the expertise of a financial planner also means you have professional oversight and support when you need it.

It can be difficult to quantify the value of financial advice, as everybody is different, and nothing can be guaranteed. However, the International Longevity Centre found that those who take advice are more likely to accumulate greater financial and pension wealth and receive higher income in retirement.

ILC-What-its-worth-Revisiting-the-value-of-financial-advice.pdf (

You should consider your financial needs, objectives, and goals, for the short, medium, and long-term. You should be able to provide information on your current position in terms of your income and expenditure, along with assets and liabilities.

Each plan is different as it is tailored to the needs and goals of each client. A financial planner will assess your circumstances and create a personalised plan to help you achieve your needs, objectives, and goals as far as possible.

A financial plan should be reviewed at least annually and at important life milestones. These include, but are not limited to:

  • a promotion;
  • starting a family;
  • marriage;
  • divorce; and
  • retirement.

Financial planning is an ongoing process that considers changes in your life and the world around you. Over the years, as your circumstances change, along with your needs, objectives and goals, your financial plan will change with you to keep you on track.

Useful resources

Take a look at our useful resources below to find out more. Additional content is available via our resource centre.

What our clients say

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

Contact us

To find out how we can help you, please get in touch today by completing our short contact form.

We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.