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Financial advice for families: parent laughing with children at home.

15+

Years Combined Experience

300+

Clients Served

5

Google Rating

Let your money support your life plan.

Planning ahead or facing change, we’ll help you weigh your options and take the next step with confidence.

Independent · Whole-of-Market · Midlands & UK-Wide

REVIEWS

What our clients say.

Real experiences from people we've helped.

“Tom and Luke guided us through our first mortgage with patience and clarity, which made everything feel much more manageable.”

Olivia C.

March 2026, Nottinghamshire

“Thomas and Luke have supported us with our house moves and finances over the years, and we have always felt well looked after.”

Orla D.

March 2026, Nottinghamshire

“We wanted a top-to-bottom review of our finances and didn’t know where to start. Tom took the time to understand what we want from life now and in the future.”

J. Considine

Nov 2025, Nottinghamshire

“Tom and Luke helped us buy our first home and explained everything clearly, which made the whole process feel far less overwhelming.”

Martin K.

March 2026, Nottinghamshire

“Luke guided us through each stage clearly, helped us find a suitable mortgage, and made the process feel supported throughout.”

Emma J.

March 2026, Nottinghamshire

OUR SERVICES

Everything you need in one place.

Whole-of-market advice across planning, mortgages, protection and investments.

Financial
Planning

Bring your goals into focus with clear, visual planning

Set goals and test run scenarios in plain english

Regular reviews to keep you on track

Financial advice services: family standing together in a garden.
Protection
& Insurance

Protect what matters most.

Options for families, homeowners and business owners

Advice across a wide range of providers

Family financial advice: person hugging a dog in a garden.
Mortgages

Support for your first home, next move or remortgage

Make sense of rates, terms and borrowing

Clear guidance from enquiry to completion

Family financial planning: adults playing with children at home.
Retirement
Planning

Plan how your pensions and savings can support the life you want

Plan pensions and savings to support the life you want

Make sense of existing plans and accounts

Review and adjust as life changes

Retirement planning advice: smiling older woman seated.
Financial advice services: family standing together in a garden.

MAJOR FINANCIAL DECISIONS

Moments to plan for.

Big moments can complicate money. We help you understand your options and act with confidence.

Major financial decisions: older man sitting outside a greenhouse.
Excess business funds?

Understand what to retain, what may be available and how company funds could support your plans.

Property sale or purchase?

Understand your options when selling a home or investment property, and plan how the proceeds support your future.

Not sure which applies?

Book a 30-minute initial call and we’ll help you work out the next step that’s right for you.

Receiving an inheritance?

Make thoughtful choices and see how everything fits your wider financial picture.

Lottery win?

A sudden win can feel overwhelming. We help you pause, get clear, and plan next steps with confidence.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

HOW WE WORK

A partnership, not a one-off meeting.

We start with your life, build a clear plan, put it into action, then review it as things change.

Financial planning support: parent lifting a child into the air.
01
Discovery

We listen to what matters to you, and ask what "enough" looks like? No jargon, just clarity.

03
Implement

We arrange products, consolidate accounts, and get everything in place  fast and simple.

02
Plan

We model your cashflow, test key assumptions, and map a clear route forward.

04
Review

Life changes. We review, adjust, and keep your plan aligned with your priorities.

No obligation

Book a 30-minute initial call and we’ll help you work out the next step that’s right for you.

Financial planning support: parent lifting a child into the air.

RESOURCES

Guides & insights.

To help you make better financial decisions.

Budgeting Spreadsheet guide cover.

FEATURED GUIDE

Budgeting Spreadsheet

Track spending, spot easy wins and feel more in control of your money.

CALCULATOR · INVESTMENT GROWTH

See how regular saving could grow over time and what consistency can do.

GUIDE ·  First-Time Buyer Checklist

Prepare for your first home with the key documents, deposit and costs in one place.

GET IN TOUCH

Let's talk about what matters to you.

Book a 30-minute initial call. No obligation, no jargon. We'll listen, answer questions, and see if we're the right fit.

OFFICE:

NBV Enterprise Centre
6 David Lane, Basford
Nottingham
NG6 0JU

Video calls available UK-wide

CALL US:

Telephone:    0115 855 7538
Mobile:           07528 631619

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Please note your home may be repossessed if you do not keep up repayments on your mortgage.

We'd love to help.

Fill in your details and we will be in touch soon.

GET IN TOUCH

Let's talk about what matters to you.

Book a 30-minute initial call. No obligation, no jargon. We'll listen, answer questions, and see if we're the right fit.

OFFICE:

NBV Enterprise Centre
6 David Lane, Basford
Nottingham
NG6 0JU

Video calls available UK-wide

CALL US:

Telephone:    0115 855 7538
Mobile:           07528 631619

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Please note your home may be repossessed if you do not keep up repayments on your mortgage.

We'd love to help.

Fill in your details and we will be in touch soon.

​

Book now

Family financial advice: parent holding a baby near a stone wall.
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