About us
We are a group of like-minded financial planning businesses, committed to applying the best financial thinking for the benefit of our clients. At the heart of the way we all operate is a fundamental belief in the power of financial planning and its ability to transform people’s lives.
Remaining as four independent firms, we decided, however, to also work together as a group, as we believe we can offer more and be more effective than we can purely in isolation. We have many things in common – great people, exceptional client service and outstanding results. We‘re also united by the same values – friendliness, professionalism and a commitment to working as a group. We show £430 million of assets under management.
If you’ve ever watched cyclists racing, you’ll see them taking it in turns at the front to bear the brunt of the wind. They all know they will each go a lot faster and travel a lot further if they work together. That’s why we, too, decided to pool resources.
We like to think we are all knowledgeable, approachable and proactive financial planners as individual firms; multiplied by four and you’ve got the Financial Planners’ Group.
Who’s in the Financial Planners’ Group?
Find out a bit more about each of the members of the group here.
Being based in different parts of the UK, we offer a good geographical spread.