Built on Trust, Driven by Expertise
Since 2006, we have helped individuals, families, and businesses navigate financial complexity with clarity and confidence. Our approach combines rigorous analysis with genuine understanding of what wealth means to each client.
Our Story
We began as two colleagues who saw too many clients receiving generic financial advice that failed to account for their actual circumstances. Corporate bureaucracy prioritised product sales over client outcomes, and we believed there had to be a different way.
In 2006, we left established positions to create an advisory practice built around a simple principle: financial advice should serve the client, not the advisor. That founding conviction still guides every decision we make.
What started in a modest office in central London has grown into a team of twelve professionals serving clients across the United Kingdom. Growth has been deliberate—we expand only when doing so enhances our ability to serve clients well.
Our Values
The principles that shape every client interaction and business decision.
Integrity First
We tell clients what they need to hear, not what might be easier to say. Difficult conversations handled honestly build trust that lasts decades.
Continuous Learning
Financial markets, tax laws, and investment products evolve constantly. We commit substantial resources to keeping our knowledge current and relevant.
Client Partnership
Financial planning works best as a collaboration. We listen carefully, explain clearly, and respect that clients know their own lives better than we ever could.
Evidence-Based Approach
Investment decisions rely on research and data, not hunches or trends. We build portfolios on academically sound principles that have withstood market cycles.
Leadership Team
Experienced professionals committed to client success.
Richard Thornton
Founding Partner
Richard brings over 25 years of experience in wealth management. He holds the Chartered Financial Planner designation and specialises in complex estate planning and business owner advisory work.
Sarah Mitchell
Founding Partner
Sarah leads our investment research function and chairs the Investment Committee. Her background includes institutional portfolio management and she maintains the CFA charterholder designation.
James Okonkwo
Director of Client Services
James oversees day-to-day client relationships and ensures service delivery meets our exacting standards. He joined from a leading private bank where he managed high-net-worth client portfolios.
Key Milestones
Foundation
Established with two advisors and a commitment to independent, client-focused financial planning.
FCA Authorisation
Achieved direct authorisation from the Financial Conduct Authority, formalising our regulatory independence.
Team Expansion
Grew to six advisors and opened dedicated meeting space in the City of London.
Technology Investment
Launched client portal providing real-time portfolio access and secure document sharing.
Regional Presence
Opened advisory offices in Manchester and Edinburgh to serve clients across the UK more effectively.
Continued Growth
Surpassed £340 million in assets under guidance while maintaining our commitment to personalised service.
Recognition and Credentials
Industry Awards
Recognised by Financial Adviser Service Awards for client service excellence in 2019, 2021, and 2023.
Professional Standards
All advisors hold Chartered status or equivalent qualifications. We exceed minimum CPD requirements significantly.
Regulatory Standing
Clean regulatory record with the Financial Conduct Authority since direct authorisation in 2010.
"We measure our success not by the size of portfolios we manage, but by the confidence our clients feel about their financial future. Every plan we create reflects this principle."
Interested in Working Together?
We would be pleased to discuss how our approach might align with your financial objectives.
Contact Us