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 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.

In the community

We believe in giving back. That’s to our clients, our family and the wider community.

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Client testimonials

We are a busy working couple and the service provided by Gary and Michelle was second to none.

Louise Walters

Amesbury

Michelle was very welcoming, helpful and listened to exactly what we needed and got to know us personally.

Lisa and Sean Crysell

Dorset

Gary is very switched-on and knowledgeable about the mortgage sector and how we can benefit from it with his support.

Jenny and Peter O’Leary

Andover

Gary is fantastic. We used him four years ago to get our first mortgage. He really does know his stuff.

Sian Ridout

Frome

Michelle enabled me to sell my home and buy somewhere which suited my income and allowed me to live a little.

Terri Forfar

Dorset

Thanks to Michelle, we are now owners of a buy to let property, both have good pension plans in place and are now investing our savings properly.

Ruth

Dorset

How about a chat?

We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.