Achieving your aspirations.

We treat all our clients the same, regardless of whether it's a lump sum or regular saving plan or into or within, a regulated pension plan. Regardless of the amount, our approach never changes.

It's about understanding your expectations, attitude to risk, personal requirements and tax position. Then applying our expertise to select the most appropriate arrangements for your individual circumstances.

Protecting you, your family and your business.

For most people it is income - not savings - that allows them to enjoy their current standard of living. If they lose the main source of income, it's likely that their living standards will suffer too.

It's why we believe that - alongside our investment management - we also need to consider the consequences that death, serious illness or long-term injury can have on you and/ your dependants. We'll discuss these issues with you and the proposed solutions through appropriate insurance plans that cover life, critical illness and health.

We can also help with Tax and Estate planning, and Business Protection needs.

Looking after your future.

We also consider your needs and priorities for when you retire. Then, having looked after you during your working life, our post retirement service covers all your investment requirements and looks at other issues such as Inheritance Tax planning and long-term care needs.

From the very first conversation you'll see that you're working with a team that puts your needs first. 

Experience and insight. 

Our dedicated adviser team will tailor plans to suit specific needs and do things the right way. Not just the easy way. You'll also have a nominated point of contact with our qualified administration team.

When you work with us, you'll have access to specialist advisers, who can cover all financial planning areas and are members of the Chartered Insurance Institute (CII), Personal Finance Society (PFS) or Institute of Financial Services (IFS).

Our credentials.

We’ve been building clearer futures since 2000 and have now grown to manage £285 million for over 700 clients. We guarantee a highly professional and bespoke approach. One that’s built upon competence and trust in a highly regulated industry.


Wealth managed by
Dentons Wealth






Client satisfaction


In addition to being short-listed for Professional Adviser Awards 'Best Adviser - South East' in 2017, 2015 and 2014 from over 200 entries, we have also been shortlisted for "The Mortgage Awards 2019 - specialist broker of the year".

Speak to an
expert today.

To book an initial meeting free of charge or learn about your financial opportunities, please get in touch with our experts today.