Strategic Partners

Self Chartered Financial Planners work with like minded companies and professional bodies who share our core beliefs and commitment to deliver the highest standard of service for our clients.

Investment Partners

Dimensional Fund Advisors
Dimensional Fund Advisors deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading.

Vanguard Asset Management
The Vanguard Group has achieved its reputation in passive investment management through a combination of applied theory and experience; and by pursuing a simple and single-minded investment philosophy which puts investors first.

Financial Express
FE is a leader in the provision of investment data, software tools and performance analysis to the financial services industry. Formed in 1996, they are a private company with a strong international presence throughout Europe and Asia Pacific.

Professional Bodies

Institute of Financial Planning
The Institute of Financial Planning is the UK professional body of those committed to the development of the multi-discipline profession of Financial Planning.

The Chartered Insurance Institute
The CII is the premier professional organisation for those working in the insurance and financial services industry.

Pension Administrators

Barnett Waddingham
One of the UK’s leading providers of actuarial and consultancy services.