Financial adviser in Buckinghamshire
Our office is in Stoke Poges, so Buckinghamshire is home. We advise families, business owners and professionals across the south of the county on their financial planning, their mortgages and the cover that protects it all.
Advice from a Practice that is actually here
We are based at Rosewood House in Stoke Poges, which puts us within a short drive of most of south Buckinghamshire. That matters more than it sounds. Being local means we can sit down with you at home rather than asking you to travel, and it means we understand the financial picture in this part of the county rather than a generic version of it.
South Bucks is an expensive place to live, and that shapes the advice people need here. Property values push estates towards inheritance tax that families never expected to pay. Larger mortgages are common, and so are the complications that come with them, including bonuses, self-employment and income from more than one source. Many of the people we work with are employed in London but live here, which brings its own planning questions.
We work with people right across the county, from Stoke Poges and Gerrards Cross to Beaconsfield, Amersham, Marlow and beyond. Wherever you are, the starting point is the same conversation about what you have and what you want it to do.
Towns we cover in Buckinghamshire
Pages for the places we are asked about most. If your town is not listed we almost certainly still cover it.
How we help clients in Buckinghamshire
The same advice, wherever you are. Follow any of these through for the detail.
Financial planning
A plan for the whole of your financial life, built around what you actually want.
Read more →Retirement planning
Understanding your pensions, and knowing when you can afford to stop.
Read more →Investment planning
Putting your money to work in a way that matches your goals.
Read more →Estate planning
Passing on what you have built, with as little lost to tax as possible.
Read more →Mortgages
First homes, moving, remortgaging, buy to let and larger loans.
Read more →Protection
Cover that holds your plans together if life takes a turn.
Read more →At your kitchen table, or on a video call
Buckinghamshire is on our doorstep, so meeting in person is straightforward almost anywhere in the county.
Some clients would rather we came to them, particularly for the first conversation and when there is paperwork to go through together. Others would rather keep it short and do it by video between meetings. We work either way, and most people end up with a mix of the two.
Questions we are asked locally
Where exactly are you based?
Our office is Rosewood House, Duffield Park, Stoke Poges, SL2 4HY. We do not generally meet clients there, though; we come to you or we meet by video, whichever suits you better.
Do you only work with people in Buckinghamshire?
No. Buckinghamshire is where we are based and where a lot of our clients are, but we also advise people across Berkshire and Oxfordshire, and further afield where a video call works just as well.
Is advice in this area more expensive?
No. Where you live does not change what advice costs. What does differ locally is the kind of advice people need, because property values and incomes here tend to raise questions about mortgages and inheritance tax that come up less elsewhere.
Advice on your doorstep
If you are in Buckinghamshire and want to talk something through, start with a conversation. No obligation, and nothing to prepare beforehand.