Chartered Financial Planners – Gold

Chartered Institute for Securities & Investment – Accredited Financial Planning Firm

About us

Whether you’re looking for help planning your retirement, understanding whether your desired lifestyle is affordable, investing for the future or minimising your tax liability, we will take the stress out of managing your money.

Are you worried about what your retirement will be like?

And whether you’ll be able to afford the lifestyle you want to live?

Are you desperate to get your finances sorted but feel overwhelmed by jargon and don’t know where to start?

Have you recently gone through a big life change and feel anxious about your financial future?

We get it. You’re not alone. We speak to people all the time who struggle with these things too.

We can help. We are Chartered Financial Planners.

Every day, we help people in the same kinds of situations as you, with the same kinds of questions and worries, to identify what they want from their future and create a workable, simple plan to achieve it.

Based in Cirencester, we’re here to help you make positive changes to your life and your finances.

It’s our mission. In fact, we’re kind of geeky when it comes to how much we care about getting a good outcome for you.

Meet your team

Meet the people who will help you achieve your financial and lifestyle goals.

Huw Jones

Director and Chartered Financial Planner

Jade Shelton

Trainee Financial Planner

Sarah Egan

Paraplanner

Anne Manning

Administrator

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