About Us


We can change your life

We act differently from other financial advisers: not only do we help you to plan for your future but we work alongside you to make sure you stay on track. We start the process by getting to the heart of what you want, then we use our wealth management expertise to tell you what in our opinion you need to do financially to reach your goals without running out of money as you navigate the various ups and downs as you get older. Once we know what you want to achieve, we use our knowledge to develop solutions which are aimed towards your particular life objectives.

 

Things that make us who we are

We always:

  • offer constructive, realistic advice
  • strive to optimise our clients’ experience
  • employ highly trained people who are competent in their field
  • seek to build long-term working relationships
  • seek to understand before proposing strategies


Meet the team

Caroline Griffiths
Principal
Simon Hyde  
Practice Director


Rachel Hampshire  
Wealth Management Consultant

Doug MacDonald  
Wealth Management Consultant





Nick Hill  
Para-planner
Miki Mitchell  
PA to Principal
Sue Watson  
Liaison Manager


 
 

Lifestyle planning

Need a financial health check? A useful tool to discover if you have, or will have, enough money set aside to fund your retirement. Register your interest and we will invite you to our next lifestyle planning event. Register here.

Lifestyle Financial Planning

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Later Life 
Planning

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Rosebank Care Fees 
Planning

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