On the 22nd August 2014 we were awarded the ISO 22222 certification and I am one of only a small handful of financial planners in the UK that have achieved this prestigious award. ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

2015 brought more ISO success with all of our Financial Lifestyle Planners achieving the ISO 22222 certification.

Alongside this was the company’s certification to BS8577. This is the British Standard Framework for managing and adviser firm and effectively supporting the provision of financial advice and planning services, underpinning the principles of ISO 22222.


Richard Hampshire    
Managing Director



Sue Hampshire Lynda Beeson
Senior Administrator/Accounts Office Manager/Head of HR


  David Witney
Dale Bowler John Lomax David Witney
Financial Lifestyle Planner

Financial Lifestyle Planner

Financial Lifestyle Planner

Joshua Coelho BA (Hons) Mike Rapinet  Martyn Miller
Trainee Lifestyle Financial Planner Mortgage Adviser Mortgage Adviser

 Trevor Symonds
Ian Cannon Reece Edwards  Trevor Symonds BA (Hons) Law
Lifestyle Account Manager Paraplanner  Wills and Estate Planner

  Melanie Cook  Becky Stafford
Operations Assistant Operations Assistant