ABOUT US

We’re a boutique financial planning company. Our unique approach, puts people first and our reputation is one built on the strong, long-lasting relationships we pride ourselves on.

It’s no surprise then that almost all our new clients come from referrals.

For us, financial advice is not just about assets and investments, it’s about relationships, ambitions, passions, as well as practical needs and real life worries. That’s why we always take the time to actively listen to you, to really get to know you, so that we can help you achieve what you want to achieve in life (not just in finance), now and in the future. We’re in it for the long haul.

And our team of dedicated directors have decades of experience under their belts, with  many having held senior financial advisory roles at private banks. As a small team, we work very closely together to give each and every client the truly tailored financial advice they need, expect and deserve.

The Team

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    David Steppings

    Founder and Client Director

    Biography

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    Kunle Olafare

    Chief Executive

    Biography

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    Emma Saltern

    Head of Client Services

    Biography

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    Neil Bower

    Client Director

    Biography

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    Tracey Redman

    PA

    Biography

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    Chloe Sanson

    New Business Administrator

    Biography

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    Michael Turner

    Client Services Executive

    Biography

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    Lesley Bower

    Head of Operations

    Biography

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    Richard Simmonds

    Paraplanner

    Biography

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    Bethany Buxton

    Head of Financial Planning Administration

    Biography

  • image

    David Steppings

    Founder and Client Director

    Biography

  • image

    Kunle Olafare

    Chief Executive

    Biography

  • image

    Emma Saltern

    Head of Client Services

    Biography

  • image

    Neil Bower

    Client Director

    Biography

  • image

    Tracey Redman

    PA

    Biography

  • image

    Chloe Sanson

    New Business Administrator

    Biography

  • image

    Michael Turner

    Client Services Executive

    Biography

  • image

    Lesley Bower

    Head of Operations

    Biography

  • image

    Richard Simmonds

    Paraplanner

    Biography

  • image

    Bethany Buxton

    Head of Financial Planning Administration

    Biography

Our Extended Team

Marketing

Grove Park Design

Compliance and Risk

The Compliance Department

Information Technology

Orca

Human Resources

White Violet

Investment and Research

Square Mile

The Company Accountant

Alexander Associates