About us
We provide straightforward, transparent and reliable advice, making the complex simple.
What do we do?
Explaining what we do is simple: we create tailored financial plans for individuals at all stages of life. Our charming offices are in Hale, Cheshire, but our clients are based in all areas of the country. By understanding your goals and addressing your concerns, we create solutions to help you achieve the life you envision.
But that’s not all, we also work closely with business owners, providing expert guidance on areas such as protection and workplace pensions.
Who are we?
Our team is led by two highly experienced financial planners, Sue and Paul Campion, who bring an impressive 70 years of combined expertise in financial services.
Their careers span decades at renowned companies like Halifax Building Society and Lloyds Banking Group, and more recently, at an independent advice firm.
Why choose us?
We are trusted by our longstanding clients, who recommend us for our expertise and service. Alongside our expertise, we’re proud to be a friendly, caring, and approachable team who genuinely enjoy getting to know and supporting our clients.
We focus on your concerns, whether for you, your family, or your business, and always aim to make things as easy as possible, no matter the request.