Life's better with a plan

Pensions •  Savings + investments  • Personal protection •  Business protection





Michael Kennedy, Managing D  irector

Michael Kennedy, Managing Director


We understand how complicated money can be

So we'll help you to take control.

We’re Chartered Financial Planners, which means we're experienced in helping people no matter how complex their financial situation.

Rather than recommend a short-term fix through an individual product like an Isa or a pension, we look at the bigger picture.

We'll work with you to find out what you want your future to look like and create a financial plan to help you get there.

We'll explain everything in straight-forward terms, help you understand all the options, and give you one less thing to worry about.

Instead of a life that just 'happens' we'll take you towards a life with a plan.

Our services




Savings + investments



Personal protection


Business protection


This is how life happens

It's easy to let life pass by without realising it.

But a financial plan can help you achieve what you really want from life, whether you're already retired, approaching retirement, or just starting to think ahead.

This short video explains all. 


What our clients say



"In my opinion, there is a lot of lingo and jargon that’s peculiar to this field, which can make it very difficult to understand. However, Michael quickly puts you at ease and doesn’t make you feel stupid if you ask what you think are simple questions."                                                         



“I trusted Michael after our first meeting when he looked at my pensions and suggested putting things together in a certain fashion that just make common sense. The proof of the pudding is in the eating, but in this case, the pudding came to the table pretty quick!”



"My husband used to deal with all the financial stuff - I thought he would outlive me and I would never have to deal with this myself, so I had no idea about anything at all and no clue as to what to do. But Michael was so, so good, it was more like contacting a friend."

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