David Vaughan, Independent Financial Adviser

I work with individuals and families to help them plan for their future and make important financial decisions with confidence.

Our clients tell us we’re different from other financial advisers and wealth managers.

Our focus is firmly on you and your financial goals. We take the time to understand what you are looking to achieve, both in respect to your money and life generally.

We believe that having a deep understanding of your objectives means that we can often add additional value because our recommendations are in the context of your ‘bigger picture’.

If, like many of our clients, you are time-poor, you’ll be pleased to learn that we undertake the task of collating up to date details of any relevant financial products you hold. As well as providing a summary, we can also make an assessment of their continued suitability.

Our first meeting is always held at our expense and without any obligation on your part.