Our mission is to guide our clients from where they are in life to where they want to be – the achievement of their financial goals.

I had several pensions from previous employers and not much of a plan for the future, Rhys handled everything with a friendly professional attitude, everything went smoothly and gave me great peace of mind.

Your advice and guidance was extremely well prepared, delivered to the highest, most clear and informative, and most professional of standards (if it needed a score then 10/10 across the board would be awarded, without any doubt ). The quality of documentation was top drawer and free from any confusion.

I have never been good at managing any sort of investment, but from our first conversation you put me at ease. I never felt embarrassed to ask you questions that perhaps I should have known the answer to - even when I was literally asking you to Google translate what you were showing or telling me. Patience of a Saint I would say. Throughout the whole process you had a calm demeanour which was very settling. I find it hard to trust people, but you most certainly have won me over with that one. You are the calm amongst my finance chaos.

My wife and I have found him to be always well-presented, and knowledgeable when we have any specific questions and meticulous in explaining any decisions to be made about our financial affairs... Matt has been there when needed and has made the process as comfortable as possible. We feel grateful to have him as our advisor.

When we retired in 2014, Jason called to our house to discuss our needs and advised us of the best path to take. Over the years, if we have a query, Jason is always there to take a phone call or he will call and see us. He explains his advice in a way we can understand, he is very respectful of our views and advises us impartially. Nothing is too much trouble for Jason or Helen and we would like to thank him for our secured financial future.

I've been using John B as my adviser for a year and I couldn't be happier with the advice and service I've received so far. John and Amy have been brilliant and they both have gone above and beyond to ensure proposals and policies are simple to understand and explained properly. They've both been fantastic to work with.