As principal advisor, Claire Dentith holds the prestigious title of Chartered Financial Planner, which is the Gold Standard qualification within the financial industry and represents experience and dedication to quality advice. 

 

We are relationship builders, and enjoy working with both our personal & corporate clients on a one to one basis, taking the time to understand their needs now and plans for the future, to build a solid financial plan. 

 

But even a solid plan, can change, so to make sure we are always adapting, we build into our advisory process regular reviews, to help our clients manoeuvre through life's often choppy waters.