About Us

Helping you to achieve your lifelong goals and overcome the hurdles you face without worrying about money.

Get in touch for a free, no-obligation chat about how we might be able to help you.

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About us

We provide our clients with a sense of financial wellbeing. No matter what stage of your financial life you’re at, we can help.

Helping our clients throughout Wiltshire and beyond get a sense of security with their finances is our passion. We want to keep things simple and work towards a successful financial future. The service you receive is personal and we don’t think it should be any other way.

We’ll guide you toward your financial freedom, giving you a sense of financial wellbeing, removing all the stresses that come along with planning.

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Meet the team

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Gary Boakes

Mortgage Consultant
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Michelle Boakes

Chartered Financial Planner
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Lauren Such

Financial Services Administrator

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Gemma Shaw