James Pratt

We are independent chartered financial planners providing holistic financial planning and wealth management solutions to individuals, families, trusts and corporate clients. We believe that we have positioned ourselves perfectly in order to deliver a bespoke service of the highest standard in an exciting industry which continues to evolve. We are committed to building strong relationships and work extensively with other professionals to ensure that our clients are at the centre of a full holistic approach ensuring their needs are met in the most efficient manner.