About us
Fulfilling Your Life's Ambitions
We are an independent wealth advisory firm dedicated to providing clear and tailored solutions to help you achieve the life you desire. Our team of expert advisers work closely with you to create a customised plan that fits your unique needs and goals.
As an independent firm, we consider all strategies and product providers to deliver best results. Specialising in retirement, investment, and wealth protection for UK and international clients in the UK, we also offer services in estate planning, protection, life insurance, business management, and tax planning through our partnerships and regulatory association with Insight Financial Associates Limited.
We are committed to promoting ethical behaviour and maintaining the highest level of professionalism. Our advisory process is clear, transparent, and jargon-free, ensuring that you understand your options and can make informed decisions.
Whether you’re dreaming of exploring new destinations, spending quality time with your family, or simply enjoying more time doing the things you love, we’re here to help make it a reality. Let us help you create the roadmap to the future you deserve.
clear, transparent, and jargon-free
Our Team
Adrian Howe
Client Services Executive
A former broker, adviser and pension trustee in Guernsey, Adrian is best placed to be the first port of call for our new and prospective clients. From the very first meeting, Adrian seeks to guide you through the fact finding and then advisory process, asking thought provoking questions of you to ensure your true objectives, goals and values are met within your future financial plan.
Felicita Wallace MA (Oxon) ACSI
IFA & Financial Coach
With a background in Financial Services and property structuring of over a decade, Fliss retrained and qualified as an IFA in 2019. Through working as a para-planner prior to becoming an IFA, she has an extensive knowledge base beyond just traditional financial solutions. This means her skill set extends to the needs of business owners, High Net Worth Clients and Retail Clients equally. Fliss is also a Certified Financial Coach which enables her to gain a greater understanding of her clients’ true needs throughout the advice process.
Fliss is also supported by the Administration Team at Head Office Norwich, including Personal Assistant Kamran Uddin.
Beverley Tompkins Dip PFS
Para-planner
Beverley is the backbone of the administration and operations side of the business. Working closely with Fliss and Adrian on new and ongoing advisory reports, Beverley also acts as a liaison with providers, as well as clients for their annual reviews, paperwork and diary appointments.
Our Advisory Process
How can we help and what we can offer you
What are my goals and objectives
Where am I today and where do I want to be in the future
A step plan to achieve your goals
Am I on track and has anything changed
Initial Meeting 30 minutes
How can we help and what we can offer you
Discovery Meeting 30-60minutes
What are my goals and objectives
Data Gathering Meeting 60-90 minutes
Where am I today and where do I want to be in the future
My Financial Plan Delivered
A step plan to achieve your goals
My Yearly Review
Am I on track and has anything changed
Initial Meeting 30 minutes
How can we help and what we can offer you
Discovery Meeting 30-60 minutes/h1>
How can we help and what we can offer you
Data Gathering Meeting 60-90 minutes
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My Financial Plan Delivered
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My Yearly Review
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