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.