Shaping your financial future one decision at a time
Independent financial advice for individuals, companies and business owners.
About us
Our independent financial adviser, Sam Huggins, has been providing outstanding advice for more than 25 years and has changed many lives. With experience working with individuals, families and business owners, Sam has the expertise to create a strategy that is tailored to your personal circumstances.
With a passion to help you achieve your objectives, we will work with you to implement a plan that aims to support your future and meet your long-term goals.
Learn more about our services
As a client, you can expect quality advice that spans a wide range of different areas. By taking the time to get to know you, your goals and any concerns, we’ll then work together and provide you with the services you require.
Our individual planning services include savings, investments, pensions, wills and trusts. Our business planning takes into consideration every aspect of your company’s finances, such as benefit schemes, protection and workplace pensions.