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About

We provide specialist advice on all aspects of wealth management, including investment planning, retirement planning, and inheritance tax planning for clients in Herefordshire, Gloucestershire, Worcestershire and Monmouthshire.

We offer a initial financial review, free of charge, to anyone who:

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Reviews (1)

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J

Jane Millar

9 April 2019

Kirsty’s proffessionalism and totally understanding of my needs helped me in finding a solution that would best suit my requirements. She explained the options in layman’s terms and gave me time to consider and think through the proposals to establish the best choice.

I would have no hesitation in recommending her .

Jane Millar
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Q&A

Some people worry more about having money than they ever did when they had none. I am always delighted when these people place their trust in me to look after and manage their finances, and the most rewarding part of my job is when I see the worry lines ease and the shoulders relax. I know they will be able to sleep easier once they put their trust in me to look after them. Knowing I have the ability to give someone that peace of mind is amazing.

I wanted to build a small portfolio of clients I can get to know really well so that I can offer a truly personal, pro-active financial planning service to them and their family. I was no longer able to do that where I was before, so I voted with my feet!

I am one of the most highly qualified financial advisers in the UK, with specialist qualifications in Later Life Advice (SOLLA) and Trust & Estate Planning (STEP) in addition to being a Chartered Financial Planner and a Fellow of the Personal Finance Society. Qualifications, however, mean nothing if the ability to communicate with people simply and clearly is missing and that is where my real strength lies.