Why choose us?

Choosing a financial planning firm to work with is a big decision, and it’s important that prospective clients feel we’re the right fit. We want you to feel at home with us, confident and comfortable that we understand your needs, goals and aspirations and that we can work together for the long-term. With that in mind, here are a few reasons why you might choose us as your trusted adviser.

Bespoke financial planning

A robust financial plan is at the core of what we do, and the key to unlocking (and achieving) what matters most. As experienced financial advisers and planners, we work with you to create the roadmap to the future you want, one that’s designed to help you get there and account for every eventuality. Whatever cards life deals you, our plan’s got you covered.

The personal touch

We have the calibre and expertise of a big city firm, combined with a service which provides the personal touch of a family firm with traditional values. We know each one of our clients personally, and go out of our way to make sure we deliver a bespoke, ‘first name basis’ kind of experience.

A culture of respect

Respect and care are the building blocks of our business. Our culture is to do right by others and treat people how we’d like to be treated ourselves. We firmly believe that behaviours shape outcomes, our values & culture can been seen in everything we do.

A modern approach

Our finger is always on the pulse of progression. We actively seek out new and better ways of doing things, and explore new technologies that allow us to tailor our approach for our clients. It also means making things easier wherever we can – your experience should be minimal effort and maximum gain.

Continuous improvement

They say you’re only as good as your last performance, so we make sure we’re always on top of our game. We invest heavily in Continuing Professional Development (CPD) for our team, which means we’re always expanding our learning and finding new ways to deliver the best for our clients.

Reputable expertise

It’s always a little awkward bigging yourselves up, but allow us this one time! Our IFAs are some of the most highly rated and regarded in the country, and come equipped with the knowledge and experience that allows them to continually monitor, analyse and realise the long-term plan for each of their clients. Trust us – we deliver.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year