When establishing our proposition our main focus was to create processes and procedures that were centred around us being able to provide the highest level of client service, from the moment clients make contact with us all the way through our ongoing relationship. We are a family business that cares. 

We are living through a period of unprecedented change and uncertainty. With volatile markets, changes in regulation and taxation, we constantly review and give careful consideration as to how these factors will impact on our clients. We understand that building long term relationships via regular face-to-face reviews are essential to successful financial planning.

Whilst we work with clients from all backgrounds, we have a particular specialism in working with those from the education sector and have strong relationships with many Schools and Colleges across England. With our expert knowledge around the different Local Government Pension Schemes' for Teachers and College and University Lecturers, we are well placed to offer inclusive and holistic financial planning to our clients and their family, ensuring no stone is left unturned. 

In order to provide our clients with the very best service, we chose to become a Partner Practice of St. James's Place. This allows us to focus on what we do best at the same time providing us with the support, technical expertise and financial strength that one of the UK’s leading wealth management companies can offer. For added peace of mind, our clients also benefit from the St. James's Place guarantee.

Chris & Philippa Lambert