Helping you create your own sanktuary

Understanding what to do with your finances is not often a straightforward process. With a growing range of choices available, it can be difficult to know what provisions to put in place for you and your family.

Our approach is to help minimise the amount of work that is needed to organise your financial affairs. By covering everything with one provider, you are able to save both time and money.

When working with you, our focus is on understanding you and your aspirations for the future. We know that your needs change throughout your life. That is why we make sure we are here to help when you need us, and can help you every step of the way.

The services we offer

People who use our services


Our services are accessible to everyone. By understanding what you are trying to achieve, our team can identify the right path to take and implement in-house.

Business owners

The growing needs of businesses means a more specialised solution may be most appropriate. We work with you to ensure your business is adequately protected through insurance, investment and mortgage-based products.

Experienced investors

We work with investors to provide innovative investment opportunities. These are designed to provide your portfolio with added diversification, and are delivered through our Invest+ solution.


We are passionate about financial education. Since launching our education business, we have worked with a number of UK universities and charities to provide our courses.

Award winning service

Our team is based in our South Wales offices, are highly trained and ready to handles any questions you may have. They will be able to provide any additional information required about any services we offer.

Protecting your privacy

We have a policy in place internally to ensure we do not bombard you with emails and other correspondence. Our latest insights and investment research are communicated through our social media channels when formally released.

Flexible options

Our business ethos is built upon understanding what our clients want. By listening to your current circumstances and what you want to achieve, our team will work to develop a solution that matches your goals.

Find out more about us >

Introducing our Content Hub

Having the right information to hand is key when faced with any decision. Evaluating all options can help you make an informed decision. Whether you are completely new to the realm of financial markets or are a seasoned investor, our Content Hub contains a range of resources including research and expert insight.

Visit our content hub >

Here if you need us

Whether you have a list of questions you want answered, or just want some additional reassurance for peace of mind, our team are ready to help. Our financial consultants are available Monday-Friday 8am-7pm and can be contacted by phone, email or live chat.

Offering a helping hand

02920 099003