About us
Our advisers are experienced and are here to act as a sounding board, providing guidance accordingly.
What do we do?
To put it simply, we help you improve your finances to make your aims and aspirations a reality. Whether you’re an individual or a business owner, we provide expert guidance across financial planning, tax planning, pensions, investments, and protection.
How do we help you reach your short, medium and long term goals? We thoroughly review your affairs, understand your aspirations, and build a plan to help meet them over time.
Who are we?
We’re led by Jonathan Brown, a Chartered financial planner with more than 20 years of experience in financial services. Chartered status is considered the “gold standard” and places Jonathan among the top professionals in the profession.
We’re also supported by Corbel Partners – a national network who provide us with essential compliance services. Partnering with them means we can dedicate more time to delivering a high-quality service to our clients.
Chartered Financial Planner
Our investment philosophy
As independent advisers, we aren’t restricted on our investment options. We have access to the whole of the market. We undertake extensive research and due diligence to build investment solutions that are well-positioned to achieve quality returns over the medium to long term.
Our investment philosophy is driven by many factors, including your aims and objectives, your tax position and the level of risk you’re comfortable taking. We also have “responsible” investment solutions for those wishing to have a positive environmental or societal impact when investing.
Over the many years we’ve worked together, Jonathan’s professionalism, knowledge, and service have been of great reassurance. His Chartered status is a testament to his excellent financial planning acumen. He has been fundamental in helping us achieve our objectives. I would recommend Jonathan to anyone in need of a very good adviser.
When I first met Jonathan, my affairs were complex, required considerable review and adjustment, and I had specific objectives to achieve. Jonathan has surpassed the original objectives. Regular meetings, combined with many “Can we have a quick catch-up" calls, have ensured I have a hugely reliable partner who I can trust.
We couldn’t recommend Jonathan more highly for his understanding, supportive, and expert approach in advising on our pension and investment options. He’s always been very responsive, courteous, and sensitive in all interactions and explained complex areas in layperson's terms. We look forward to many more years of having him manage our financial affairs.
Jonathan has been my financial adviser for more than eight years. He’s always been extremely knowledgeable and professional, and I value his exceptional skills in explaining complex financial matters clearly. He has a very friendly, calm, and warm personality and always goes the extra mile.
Jonathan has been advising me for several years on my pensions and retirement income solutions. He is a true professional, and his recommendations are well thought through and are specific to me.