An independent Chartered Financial Planner.
We are an independent Chartered Financial Planner set up in 2002 by three Directors, Owen, Tony & Joss aspiring to become the North East’s premier personal Financial Planning practice. We were unusual back then because we charged fees; we didn’t take commission. All firms now have to work on a fee basis. We focus on making people’s futures financially secure over time, with all the jigsaw pieces fitting neatly together, rather than selling financial products. We were in the first wave of individually Chartered Financial Planners and as a firm we are multi-award winning.
We are proud to have been listed on the Citywire’s “Top 100” firms list every year since inception in 2012. Only a handful of firms have achieved this. Owen retired in 2010 and Joss, after 40 years in financial services bowed out in 2016, leaving Tony at the helm ably assisted by a highly qualified team.