About Us.
We help people make clear, confident financial decisions with calm, straightforward advice.
Independent · Whole-of-Market · Midlands & UK-Wide
WHO ARE WE
Our approach.
Clear advice built around your goals, with support that continues as life changes.
01
Clear & Structured
Clear, compliant guidance at your pace.
02
Relationship-led
Long-term support that adapts with you.
03
Local & accessible
Based in Nottingham, accessible nation wide.
04
Our story
We are passionate about lifting the weight of money uncertainty, so people can make decisions with calm and confidence.
Based in Nottingham, we support people through the moments where choices matter, using clear conversations, simple steps, and hands-on support that meets you where you are.
We lead with integrity, clarity, and long-term partnership. That means no jargon, no pressure, and a relationship that keeps adapting as your life changes.
HOW WE WORK
Advice built for real life.
We help you make informed decisions with a clear plan, then support you as life changes.
01
Clear guidance
Straight forward advice, helping you make informed decisions with confidence.
02
Joined-up thinking
We look at the full picture so mortgages, protection, and long-term financial plans connect together.
03
Your next step
A simple process, clear actions, and support at your pace, so you can decide what happens next.
04
Long-term support
We stay involved after the decision, with reviews and check-ins when things change.
MEET THE TEAM
Meet Tom and Luke.
Two advisers, one approach. Clear guidance and support that continues after the paperwork is done.
Tom Moore
Director & Financial Adviser
DipPFS, Certs CII (MP & ER)
Financial planning and retirement planning
Investment advice and portfolio reviews
Pension reviews and consolidation
Luke Adamson
Mortgage & Protection Adviser
CertPFS
Mortgage advice for buyers and movers
Mortgage advice for first-time buyers and movers
Remortgaging and product transfers
Life insurance and income protection
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.
WHERE ARE YOU NOW?
What stage are you at?
Selling a business can move fast. Choose the closest starting point, and we’ll help you find a sensible next step.
Community Stewardship
Show your interest in joining practical Nottingham-based financial planning workshops, and we’ll keep you updated.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Help & support
If you need help, this is where you can find contact options for immediate support.
Our commitment to you
We are committed to clear guidance, a wide choice of options, and ongoing support as things change.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
REVIEWS
What our clients say.
Real experiences from people we've helped.
COMMON QUESTIONS
FAQs about us.
Quick answers to the questions people usually ask before booking a first call.
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
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.
