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 six 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. In total, our Assets Under Management are just over £430m.

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 six 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.

  • Llandudno

    Beardmore & Company Ltd


    Beardmore & Co are independent financial advisers, this means that we are unbiased towards particular products or companies and therefore will research the whole of the market to find the best financial products for your individual requirements. With over 30 years’ experience we understand the market and are continually researching new products to build quality financial portfolios for our clients.

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  • Manchester

    Carpenter Rees


    We work closely with clients to establish what their long-term goals and aspirations are. After considering their individual circumstances, and the challenges they face, we provide a clear solution that enables them to take control of their finances and provide income for the future.

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  • Newcastle-under-Lyme

    DJH Wealth Management


    At DJH Wealth, we focus on planning, not products. This means we create bespoke plans that help people understand and achieve their ambitions without worrying about money running out. We do this by engaging regularly with you and providing services that adapt over time.

    Our independent team has been helping individuals, families and businesses achieve their goals and secure their wealth since 1993. We have the expertise, resources and commitment to make your ambitions a reality. Whatever they may be.

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  • Altrincham

    Otus Financial Planning


    Otus exists to help people like you get their ‘financial house’ in order – and keep it there!

    We always put your interests first – what is important to you is important to us.

    Putting it simply – we help you identify, create and maintain the lifestyle you want – without the fear of ever running out of money.

    Our clients value the regular on-going service that develops our long term relationship. We make sure we have the time to develop a personal relationship with you so that you receive the service you want and need.

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  • Durham & Manchester

    RiverStone Wealth Management Ltd

    Durham & Manchester

    Of course, we are independent. But what’s most important is that we are passionate about helping business owners create the personal lives they would like.

    We understand that business gets in the way. We have many years’ experience building our own business and advising clients in the same position as you. We believe we can help you too.

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  • St Helens

    Callisto Wealth Management

    St Helens

    Andrew has over 20 years experience in financial planning and changed direction several years ago when he set up Callisto Wealth Management Ltd. In the past his approach to investing was to make predictions, react to economic and market events and take short term decisions using the most popular funds at the time. Most of the advisers he knew did the same but he grew increasingly dissatisfied with this approach.

    During the economic crisis he decided to change how Callisto invests. He studied the foundations of investment returns and began asking where they came from. Over time, the world-leading academic research he studied formed the basis of the strategies Callisto has today.

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