In the community
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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We are education champions. We deliver financial education lessons to people who want that extra help in their life.
Helping young people prepare for their future
Our Financial Planning Consultant Michelle is a “Child Trust Fund Ambassador” and works with The Share Foundation. This organisation promotes knowledge and understanding of Child Trust Funds for young people, helping them plan for a better future.
Giving you knowledge to avoid financial scams
We deliver workshops to raise awareness on financial scams. We’re passionate about helping those who are vulnerable so they can avoid becoming victim to financial fraud.
Preventing Financial Abuse
Our Financial Planning Consultant Michelle is a specialist in Financial Abuse. We recognise the signs of financial abuse and have the expert knowledge to assist people who want to get free from abuse. More importantly, we will be a safe place free of judgement for anyone who is concerned about financial abuse.
How we can help you
No matter what stage in life you’re at, our expertise will help guide you along the way. We’ll take the time to understand you, your aspirations in life and what you want to achieve in the short, medium and long term. Our team of experts are on hand to help people all over Wiltshire and the surrounding areas, from our Salisbury office.
We want to give you peace of mind, knowing that no matter what happens, you’ll enjoy a financially secure future.