Our values

Trust
Your trust means everything to us. We understand that trust must be earned. And we understand that the strongest relationships are built on mutual trust, which in turn are built through experience of mutual reliability. This precious value of “Relationships of Trust” sits at the heart of everything we do on your behalf.
Integrity
We are honest, consistent in our words and actions and lead by example in our behaviours in all we do on your behalf. We believe in doing the right thing in the right way. And we believe in the uncompromising adherence to strong moral and ethical principles and values.
Experience
We have combined 25 years of technical industry expertise, competencies and knowledge, with a client-centred approach.
Commitment
Our founder Flora Stamato has a fundamental ethos: to treat each client the way she would want her own mother to be treated by anyone. This commitment of care and dedication remains the bedrock of our business culture. Please see Our Commitment to You.
A warm welcome
You will always receive a warm welcome. We will listen, listen and listen again. We will understand your circumstances in depth. Our goal is for you to feel you have been completely heard and understood. We then get down to delivering you the results you require. All the while, we strive to make ourselves a conduit for encouragement, confidence and success.

Tailored financial planning solutions

A warm welcome

You will always receive a warm welcome. We will listen, listen and listen again. We will understand your circumstances in depth. Our goal is for you to feel you have been completely heard and understood. We then get down to how we plan to help you achieve the results you require. All the while, we strive to make ourselves a conduit for encouragement, confidence and success.

Experience 

We have combined 25 years of technical industry expertise, competencies and knowledge, with a client-centred approach. This enables us to deliver meaningful tailored financial planning and solutions for financial security. Our job is to grow and protect your wealth. And our goal is to give you peace of mind, so you can live your best life possible. With a Fellowship and Chartered Status in Financial Planning Services, an accreditation by the Society of Later Life Advisers (SOLLA) to advise vulnerable and later life clients, a Dementia Friend status to help client families and spread awareness of the condition, and a CIPD certified L5 Diploma in Human Resources Management, our dedicated close team are in top form to provide a leading service.