We are Chartered Financial Planners based in Taunton and Malmesbury.

Because we’re a Chartered firm, this means we’ve met rigorous criteria relating to professional qualifications and ethical good practice. When you work with Chartered Financial Planners, you can rest assured you’re dealing with one of the UK’s leading firms, wholly committed to providing you with the best possible advice, service and support.

We provide comprehensive financial planning services to business owners, people preparing for retirement or retiring soon and divorcees, securing a stable and positive financial future for each and every person we work with.

Our knowledgeable, experienced and personable team are dedicated to providing a friendly service with expert advice that has your best interests at heart.

Russell Haworth Chartered Financial Planner Meet Russell
Sarah Egan Paraplanner Meet Sarah
Huw Jones Chartered Financial Planner Meet Huw
Sarah Sillars Finance & Administration Meet Sarah