What makes us different
Independent
Free to recommend the best solution for you, not the one that pays us most.
Professional
Years of experience, professional qualifications, and a trusted regulatory framework.
Approachable
Advice that feels empowering, not intimidating; plain English, always.
Meet the team
Mark Scott
Specialisms: inheritance tax & estate planning, pensions on divorce.
Marta Scott-Manuszewska
Specialisms: mortgages & property, complex financial planning.
Terry Roberts
Specialisms: pension consolidation & transfer, retirement planning, commercial property SIPP/SSAS, business planning, wealth management.
Garry Bowman
Specialisms: supporting professionals with restricted investment choices, retirement planning & cashflow modelling.

Where you'll find us

Corby, Northamptonshire
Head office: Mark and Marta. Hawthorn House, 1 Medlicott Close, Corby, NN18 9NF.
Witham, Essex
Our Essex team, led by Terry Roberts.
Peterborough
Garry Bowman, Independent Financial Adviser.
UK-wide
Remote advice by video or phone, or home visits by arrangement.
How we work: our 6-step process
Book a free consultation with the right adviser for you
Free, no obligation, and no charge until you've seen and agreed our fees in writing.




