What do we do?

Firstly, we need to understand you. So, we take the time to ask about your circumstances – and just as importantly –what your dreams are. Then we accompany you on a step-by-step journey as you realise your dreams and turn them into reality – creating memories you can share.
Think of your future as a single beam of light. We help you maintain a well-lit path focused on your future.  Our process is like shining your light through a crystal prism – transforming your future into a rainbow of opportunities we help you achieve.

Why we’re experts

• We have over 30 years’ experience in financial services
• We share our expertise & knowledge to continually improve our offering
• Our founder has achieved the highest professional standards and
  • is a Chartered Financial Planner
  • has qualified as a Fellow of the Personal Finance Society
  • has achieved an MBA specialising in Family Business
  • is an associate of Resolution, which means he can work as a financial neutral and advise for pensions in divorce and mediation cases 
• We work with other specialist advisers, so you get the most appropriate support and advice

Most importantly of all, we listen!

Financial Wealth Management

Financial Connections Wealth Management provides an in-depth service with you at the centre. You receive tried and tested financial advice to help you maximise your future opportunities. We’ll discuss your hopes and dreams, then use over 30 years of expertise to create a strategy so you can realise them. After that, we won’t just send you on your way; we establish a long-term relationship to regularly check your progress and ensure that you remain on track.

Wills and Lasting Powers of Attorney

Simply Wills & Trusts aim to help you preserve your hard-earned wealth and future wishes. That way, you leave a golden legacy for your loved ones. And ensure they avoid unnecessary stress and expense after you’ve gone.

Financial Mentoring

Financial Mentor provides an entirely impartial information and guidance service. We pass on our knowledge by educating and informing you on the best ways to plan your future.

No client specific advice is provided – if advice is required, we will refer you to an advisor. The aim of Financial Mentor is to help you be confident about your decisions. Just think of it like financial coaching with an impartial expert.