Bon Voyage Lee!

Bon Voyage Lee!

Lee is off on his travels!

We believe in putting life goals first, both in our work and our people. This month, we’ve waved goodbye to Lee as he starts his 7-month sabbatical to go travelling.

After heading off in March, Lee kicked off his travels in Canada, Nashville and is currently in Costa Rica, where he said the wildlife is unbelievable. One of his recent stays included a hotel which is a converted airplane, a slightly different view from the streets of Tavistock…

We hope you join us in wishing him all the best with his travels!

Have you thought about the lifestyle you want, but are unsure how to make it a reality?

We’re financial planners with a difference. Instead of focusing only on the money, our approach takes your life goals as the starting point. From here, we incorporate years of experience in the financial sector with cutting-edge technology to create a plan that delivers your chosen lifestyle. We won’t rest until we’ve figured out a way to align your finances with your hopes and dreams. We’re holistic, integrated, interested in you. In simple terms, we put the person first, not the data.