Steve Holmes

Owner & Financial Planner

For over 35 years, Steve has personally advised hundreds of clients on their financial matters and provided a bespoke service for every single one of them. He set up the company to counteract the industry trend towards a lack of personal service across Investment and Pension Providers. His mission has been to work more closely with clients and provide a transparent service that gives more control and more say over your investments.

Being an Independent Advisor is important to Steve, not being part of a network enables the company to work directly with clients on a personal level. This transparent approach builds stronger relationships, generates a sense of togetherness and accomplishes better financial outcomes. If there is one thing he has learned it is that success is far greater when you become involved in your medium and long-term investments.