Wealth builders

As you move through life, wouldn’t it be wonderful to not have to worry so much about your finances? Many of us would like to one day be in a position where we have enough financial security to truly live life to the fullest. If you’re building up your wealth, a financial planner can help ensure you get what you want out of it.

You might be looking to get rid of your mortgage or other debts, or are maybe thinking about one day helping your children get on the property ladder. Whatever it is you’re looking to achieve, we can help build the foundation blocks for a secure and happy future. 

There are a number of ways we’ll work with wealth builders to help put them on the path to success.

Educate and inform

We’ll help you understand more about financial planning, and how it can help you and your family achieve what you want from life.

Realise your aspirations

Whether it’s early retirement, paying for your children’s school fees, or simply more financial freedom, we’ll help you define your goals for the future.

Put the foundations in place

We’ll get your existing financial arrangements in a place where they’ll be working towards those dreams, and make further recommendations for growth.

Pension planning

We’ll help you with all aspects of pension planning, including reviewing what you have and what you’ll need for the retirement lifestyle you want.

Emergency protection

In the face of unforeseen events, we’ll help ensure you have insurance in place for your family if the worst happens - so you can have peace of mind.

Keeping on track

If you choose, we’ll continue to work with you on an ongoing basis to help keep you and your finances on the right path for achieving your goals.

Please note: the value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Adding value

When done properly, great financial planning is about making a rewarding difference to people’s lives. That’s why we go above and beyond when it comes to making sure we add real value through our service.

Discover how we go that bit further for our clients.

Learn more
Adding value

Clients say

Coming up for retirement I realised that I needed to make whatever money I had saved work for me. The more I looked at places to invest the more confused I became. I needed advice.

Paula has spent a great deal of time with me assessing my needs and after advising me on areas of investment she has continued with regular updates and is always available to answer any queries I may have. I have every confidence in Paula. I now have peace of mind and more money in my portfolio thanks to her expertise.


My pension woes were paying into two Abbey Life funds, a current work pension, as well as having two defunct other pensions and not having the foggiest where all this was leading.

Paula helped me to navigate through the quagmire and nightmare of juggling three ongoing pension pots whilst sitting on two old previous employee pension funds. We consolidated these and simplified things in the run up to my retirement.


I’m delighted Paula has decided to start her own company.

Paula has been advising me for five years now and I have moved companies to keep her as my adviser. I feel now that she can have more autonomy in the advice she gives, tailoring it to my specific needs. Paula has given friendly, honest, realistic advice and has been able to explain in a clear, concise, manner. When we meet for regular updates she brings clear graphs and charts enabling me to see things in a visual format. I’d highly recommend her as an adviser.


With us approaching retirement age and having a variety of different pensions and investments, we felt we needed professional advice as to how best to rationalise these to enable us to enjoy secure incomes during our retirement years.

Paula has taken the time to understand our requirements and attitudes to risk. With an approach that is always clear and refreshingly free of financial ‘mumbo-jumbo’ she has provided sensible and trustworthy advice, during the 5 years we have worked with her.

Jeremy & Maggie
Altrincham, Cheshire

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