Our approach to advice

At the heart of our service is a simple promise: to provide truly unbiased, holistic financial advice.

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We don’t believe in pushing products or favouring particular providers. Instead, our advice is shaped entirely around your goals, circumstances and values. Whether you're building wealth, approaching retirement or you're already drawing from your assets, we work with you to create a plan that’s flexible, sustainable and tailored to your lifestyle and goals.

​Working closely with our accounts and tax colleagues where appropriate, we are able to offer a range of financial planning services, supported by the expertise and resources of an integrated accountancy firm.

This provides the unique scenario of having a close relationship that may be associated with a ‘family-run firm’ allied with the expertise and support of a much larger business. We have big firm expertise, with small firm values.

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We can offer both face-to-face meetings (along with a cuppa!) at our offices in the heart of Barnsley and a completely online experience, to suit your needs. An initial meeting, to discuss your personal circumstances and explore whether we can add value to your affairs, would be at our cost and without obligation (so the only cost to you would be your time).