1. Home
  2. About You
    1. Successful Executive or Senior Professional
      1. Your Ideal Wealth Planning Service
      2. Your Ideal Professional Wealth Planning Partner
    2. Successful Business Owner
      1. Your Ideal Wealth Planning Service
      2. Your Ideal Professional Wealth Planning Partner
  3. About Us
    1. Our ‘Why?’
    2. Our Approach
    3. Our Accreditations
    4. Our Beliefs
    5. Our Values
    6. Our Team
      1. Paul Allen
      2. Claire Evans
      3. Graham Fidoe
      4. Georgia Gritton
      5. Geoff Husaunndee
      6. Michael Smith
      7. Tracey Storer
      8. Peter Wicks
    7. Our Awards and Achievements
    8. Testimonials
      1. Feeling uplifted and positive
      2. Keeping us on track, year by year
      3. Treated as a person, not an account
      4. Refreshingly straightforward
      5. The best financial decision I have ever made
      6. Helping us plan for the decades ahead
      7. Making all things financial make sense
      8. Confidence and trust in their professionalism
      9. A first class team who keep us up to date
  4. Working Together
    1. Compatibility and Value Discovery
    2. Financial Life Discovery
    3. WealthSense™ Planning Meeting
    4. InvestmentSense™ Planning Meeting
    5. Strategy Implementation
    6. WealthSense™ Annual Planning and Progress Meetings
    7. Regulatory Oversight and Protection
  5. WealthSense™
    1. A brief introduction
    2. You and all that is important to you
      1. Values and goals
      2. Life and lifestyle
      3. Family members
      4. Catastrophe protection
    3. Advice and support
      1. Decision-making framework
      2. A different perspective
      3. Life transitions
      4. Pension and retirement
      5. Tax
      6. Estate, philanthropy and legacy
    4. Managing your wealth
      1. Wealth preservation
      2. Wealth structuring
      3. Risk Management
      4. Investment
      5. Cash Management
      6. Third Party Experts
    5. The benefits
  6. InvestmentSense™
    1. A brief introduction
    2. Sound investment philosophy
      1. Evidence and academic research
      2. Our investment philosophy
    3. Robust portfolio structure
      1. Portfolio structure
      2. Real diversification
      3. Due diligence
      4. Ongoing portfolio governance
    4. Tight cost management
      1. Financial costs
      2. Emotional costs
    5. Strong risk management
      1. Risk Management
      2. Risk appropriateness
    6. Efficient administration
    7. The benefits
  7. Articles
    1. In Perspective
      1. A Flurry of Forecasts
      2. The EU Referendum and Your Portfolio
      3. China and the Global Equity Market Turmoil
      4. The Greek Tragedy
      5. Emancipation from Procrastination
      6. Pension or Property?
      7. Stay Away From The Hedge
      8. The Curve Ball
      9. The Art of Letting Go
      10. Aggressive Tax Planning
    2. Insights
      1. 'Absolute Return’ promises – easy to make, hard to keep
      2. Peer-to-Peer Lending
      3. Transparency and the True Cost of Investing
      4. Hunting for Yield
  8. Contact Us
    1. Bedfordshire / Hertfordshire Office
    2. Leicestershire Office
  9. Privacy Policy
  10. Sitemap
  11. Search