We are a small, established team led by James Cridland. Our focus is on putting you at ease through honest, transparent conversation, so that we can build a bespoke, quality financial plan that works hard to help you achieve your goals. 

We work with individuals and small businesses from all walks of life because we believe that everyone should have access to professional financial advice. 

Our offices are based in Clevedon, but we’ve been known to meet with clients on their allotment, while walking their dog or with a coffee overlooking the sea – we’re less about the barriers of suits and jargon and all about designing a financial plan that will give you financial freedom and peace of mind.