ABOUT US
Why choose us?
Our approach to financial planning and advice means, that you can be assured, we will:
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Listen, until we fully understand what you want your money to do for you
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Talk, in plain and simple language
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Put together solutions to help achieve your needs and objectives
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Communicate with you regularly to manage what we put in place and help keep you on track
Supportive and sensitive to your needs
To get the best results for our clients, you need to have complete confidence in us; for that to happen we need to be, among other things, approachable, supportive and friendly. We love working with our clients. The feedback we get, tells us that they feel the same.
Local service, national support
With our Nottingham-based office we are ideally located to access the entire country. From this central location we can provide advice in your preferred manner:
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Over the phone
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In person
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Using online conference facilities
Meet the team
Director & Financial Planner
Gurmit has over 15 years of experience in financial services and is passionate about crafting strategies that help clients achieve financial independence and live the life they desire.
All financial advisers must be registered with the Financial Conduct Authority (FCA). You can view Gurmit’s entry on the FCA Register by [clicking here].
Advisers must also hold a valid Statement of Professional Standing (SPS), confirming they meet strict ongoing requirements. This must be renewed annually, and a copy of Gurmit’s SPS is available upon request.
Administration Manager
With over 35 years of experience in financial services, Jackie is dedicated to delivering exceptional client service. She also plays a key role in paraplanning, conducting research and preparing reports.
Jackie has held various roles in administration, training, and management at leading providers such as Aviva and Standard Life. Since 2010, she has worked with a range of IFAs, from large corporations to boutique firms. She holds Financial Services qualifications FPC1 & 2, along with multiple training and development certifications.
In her free time, Jackie enjoys traveling, swimming, cycling, walking her dogs, and spending time with family and friends.
Head of Happiness and Security
Oscar’s main responsibilities include soaking up the sun, greeting clients (if they pass his strict belly-rub approval process), and alerting the team when visitors arrive—mostly so that we can put the kettle on. As Head of Security, he takes his duties very seriously… unless it interferes with his plans for a quick nap.
In his free time, Oscar enjoys snoozing, sneaking snacks he shouldn’t, and enthusiastically barking at nothing in the garden.
He doesn’t hold any financial services qualifications—yet.