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We're a super small, super agile, super professional, client-focused team.


Our core team consists of:

  • auditor
  • chartered accountant
  • chartered financial planner
  • award-winning personal finance/personal investment lecturer


We are based in the heart of Sherwood Forest. We work with clients in the East Midlands, London, Manchester and Birmingham. Additionally, we're happy to work with clients located in the vicinity of the East Coast mainline, the Midland mainline, major European airports. We are also happy to work with clients in the Province of Málaga.


In addition to our core team, we have a time-proven network of personally known professionals who are available when we need some extra resource or specialist skills and knowledge. Our links with  subject matter experts in the legal profession are particularly strong