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 2016 by Sam Huggins, we are independent financial advisers offering comprehensive advice to individuals, business owners and companies. We work closely with the financial planning network, Corbel Partners, this means you will benefit from the scale, expertise and protection that a larger organisation offers.
We take our role as financial advisers seriously and we will always be by your side and available to answer any questions you might 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 always make time for you and do our utmost to help you achieve everything you want in life.