What are your dreams?
How will you get there?
We can help.


Listen to people talking honestly about money and what it means to them. The videos below are real stories about their lives and reasons for investing. Planning for the future can feel overwhelming. Fill in your details below for some help with getting the financial future you want. Get in touch here.



Investing for your dreams

Matt's story

Matt shares his experience of the impact of divorce on his finances and providing for his family. His experience of working with someone he could trust helped him reach his goals.

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Anne's Story

As a young entrepreneur, Anne shares her thoughts on making money and the difficulty of knowing how to invest.

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Joy's Story

Joy talks about the benefits of financial advice as she and her husband pool their finances in the run-up to retirement.

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Alistair’s Story

After receiving a sizeable inheritance, Alistair talks about how this has changed his life. He values the extra time he gets to spend with his family, while someone he trusts is looking after his investments.

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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