About us
We’re focused on offering a bespoke financial advice service and helping you make informed choices.
What do we do?
We provide specialist advice on how to manage your money. Our work spans a range of areas that benefit individuals and business owners.
If you’re planning for retirement or are already there, we can implement a plan that has your best interests in mind.
Perhaps you are a business owner looking for protection advice or wishing to implement a workplace pension scheme. Whatever your needs, we will be there as a guiding hand, allowing you to feel in control of your business’s finances.
Who are we?
Founded in 2019 by Sam Huggins, who is an independent financial adviser offering comprehensive advice to individuals, business owners and companies. We are an appointed representative of the financial planning network, Corbel Partners, this means you will benefit from the scale, expertise and protection that a larger organisation offers.
Sam takes her role as a financial adviser seriously and is available to answer any questions you may have.
Why choose us?
As an independent firm, we have the freedom to make recommendations that are suitable for your circumstances. Our expertise and experience speak for themselves and we will instil confidence in you from our very first meeting together.
Being a small firm allows us to offer a personal service and build a real, long-term relationship with you. We will make time for you and do our utmost to help you achieve your goals in life.