We’re a team of independent financial planners based in Teddington, helping individuals and families make confident decisions about their future since 1993.

Founded by Alan Clifton and Tim Norris, our business has grown through long-term relationships and personal recommendations which is something we’re incredibly proud of.

Many of the people we meet come to us with a collection of pensions, investments or policies that, while valuable, don’t always feel joined up or aligned to what really matters to them. That’s where we come in.

We take the time to understand you, your goals, your concerns, and what you want life to look like in the years ahead. From there, we build a clear, cohesive plan designed around you, not just your finances.

In recent years, we’ve listened carefully to client feedback and refined how we work -combining thoughtful, personal advice with modern technology and a robust, evidence-based approach to investing. The result is a service that is both personal and forward-thinking.

Above all, we’re here to give you clarity, confidence, and a sense of control over your financial future.

One of the main benefits of this service is that we help our clients understand the financial products they have accumulated to date.

We advise on Pensions, Investments and Life Insurance.