Answering life’s big questions
Lifestyle Financial Planning

Chartered Financial Planner
Registered Life Planner

Our founder
Nigel Shaffer
With a distinguished career spanning more than three decades in the financial services profession, Nigel is a Chartered Financial Planner and Registered Life Planner with a proven track record.
He has diligently worked to create a welcoming environment, where you can openly discuss your finances and future objectives while feeling at ease and assured.
Meet NigelNigel is VouchedFor Top Rated
We’re proud to say we are included in the VouchedFor Top Rated Guide for 2025, distributed by the Times.
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Nigel’s Top Rated Adviser status on VouchedFor is evidence of the high regard he’s held in by clients just like you.
To learn more, please visit our blog post all about our inclusion by clicking the link below.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.

Step 2
Status Check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.

Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “Can I retire early?”.

Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.


What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?

