Our Independent Advisers
Our strength is our people. Between us, we’ve advised hundreds of households, managed over £250m in assets, and helped clients through everything from first mortgages to estate planning.
Carly Oliver
Financial Adviser & Co-Founder
DipPFS, DipFA, CeMAP, CF4, CF30
Bringing heart and strategy to every plan. Carly’s superpower is translating complexity into clarity—especially for women and families building long-term security.
07714 587431
Jonathan Horwell
Financial Adviser
DipPFS, CF30
Client-first, jargon-last. Jonny helps clients align life goals with money decisions—especially around retirement and inheritance.
07872 00867
Freddie Plugge
Financial Adviser
DipFA, CF30
Corporate benefits, key person protection, or SME planning—Freddie makes the complex feel simple, and delivers with a steady hand.
07976 192198
Bradley Gill
Financial Adviser
DipPFS, CF30
A protector at heart. Brad’s focus is on risk planning and helping households get proactive around insurance, income protection, and resilience.
07999 900036
Stacey Hewlett
Operations Director
BA Hons, DipPFS, CF4
Visionary operator. Detail-obsessed. Stacey keeps the engine running and the experience seamless. She’s your go-to for progress, paperwork, and peace of mind.
07714 587431
Flora Grecia
Senior Paraplanner
BA Hons
Your financial plan’s architect behind the scenes. Flora ensures every recommendation is researched, structured, and perfectly aligned.
Aimee McGuire
Paraplanner
Sharp, thorough, and always a step ahead. Aimee supports advisers and clients to bring plans from idea to execution.
Assia Batah
Administrator
MBA
Nothing slips through the cracks on Assia’s watch. She makes onboarding, documentation, and client service seamless.
What we do
Simplify and safeguard your financial future.
Investment Planning
Let our team of experts help you plan for the future with smart investment strategies.
Retirement Planning
Take control of your retirement with our customized plans and guidance from our financial advisors.
Tax Planning
Make sure your finances are in order and your taxes are minimized with our expert tax planning services.
Call us to discuss your financial needs
Expert Investment planning
42-44 Clarendon Road
Watfor hert
London
WD17 1JJ
Contact us
07590 282 647
TESTIMONIALS
We have a list of satisfied clients. We cannot wait to share these with you.
Until our paperwork is complete we have to be coy.
Don’t worry, when the time comes we will be celebrating what our clients say with you.
Don’t wait any longer, take control of your financial future today.