About Us
We’re not just financial advisers — we’re people who care deeply about getting it right for our clients. With decades of experience, specialist knowledge, and a personal approach to every relationship, we’re here to help you make the most of your finances.
We’re proud to be truly independent, client-focused, and powered by a team of passionate professionals.
Innovation Meets Experience
Alongside our people, we also invest in advanced financial software and back-office systems to keep our advice sharp, efficient, and always up to date. Whether you need a detailed retirement cashflow projection or streamlined mortgage research, our tools work behind the scenes to support smarter outcomes for you.
Why Clients Choose Us
Deep expertise with a personal touch
Independent, whole-of-market advice
Tailored solutions, not off-the-shelf answers
Trusted by individuals, families, and business owners alike
Long-term relationships, built on results
"We take the time to understand you, your goals, and your life — and build a financial plan around that. It’s what makes our advice truly bespoke."
Meet the Team
Huw Tipton – Senior Partner
Huw has been advising clients on their financial planning needs for over 35 years. With a reputation for integrity, clarity, and deep insight, he brings calm, strategic thinking to even the most complex financial situations.
“I’m a petrol-head at heart, so my spare time is generally spent tinkering with my Land Rover or trying to keep up with Max at a kart circuit””
Gary Manning – Mortgage & Finance Specialist
With more than 40 years of experience in the financial, banking, and mortgage sectors, Gary has seen it all — and knows how to navigate even the trickiest of cases. His experience makes him a go-to adviser for clients needing funding solutions that truly fit their lives.
“An armchair sports fan, I am an avid follower of the NFL. I go to all the London games, this year I am hoping to go to all the European games as well“
Archie Bobbins - Financial Planner
Archie is a financial planner with a focus on wealth management and retirement planning. His client-first approach and ability to explain complex ideas simply make him a firm favourite with those preparing for the next stage in life.
“When I am away from the office, you can usually find me playing some kind of sport or attending a concert. In 2025 I completed the London Marathon, for which I raised over £2500 for the Samaritans charity! Fancy a game of Padal or Tennis?”
Mandy Manning - Office Manager
Mandy keeps everything running smoothly behind the scenes — from compliance and research to insurance underwriting and client support. Her attention to detail and commitment to client care ensures every aspect of our service is professional and seamless.
“Love to spent time with my family, to travel, luck to live in the countryside, so lots of walking and enjoying it benefits.
Love a spin session, and whenever the sun is out, you will always find me, painting my garden furniture and fences
And when the sun goes down, watching the solar lamps and lights magically fill the garden”
Claire Daniels-Tipton – Managing Partner & Accounts Manager
Claire oversees the firm’s operations, financial systems, and client accounts. As Managing Partner, she ensures that every client receives consistent, high-quality service and that our business continues to grow with integrity.
“Much of my spare time is spent training for my next run. So far I’ve done 6 marathons…I always say the next one will be the last, but it’s hard to stop!”
See What Our Clients Say
We’re proud of the trust our clients place in us — and the results we deliver.
🌟 Check out our reviews on Trustpilot: HERE