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Helping you plan for a clear and secure future


Who do we advise?

We provide advice to private clients and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives. As part of that goal, we always put advice before products, and value before cost.

Our process

Before we formulate any recommendations, we’ll get to know you and your circumstances thoroughly. Even if you come to us with a firm idea of what kind of product you want, we won’t simply compare the individual products available. We’ll look at them in the context of your financial situation and work out which would fit best. And that possibly wouldn’t be the cheapest. Although we’ll tell you which is, we’ll only recommend the one which provides the best answer to your needs.

Remuneration

Our costs are always transparent, whether we are remunerated via fees or commission. We do not receive a commission for all products that we advise on. For example advice on retirement planning or investments is payable by a fee.

Paul Silver
Paul Silver
Matt Thomas
Matt Thomas

We are a firm of Independent Financial Planners based in Chalfont St. Peter in Buckinghamshire. Paul Silver is a partner in the firm and has been in the financial services industry since 1988. Matt Thomas is also a partner and has been in the industry since 1992.

Call us to discuss your financial future: 01753 888 640

Or drop us an email