Individual Planning
BSc in Business Management University of York
London Advisory Group
Company Journey and Growth
Milestones in building trusted financial guidance
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Company Founded
Began with a mission to simplify financial planning for clients across the UK.
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First 100 Clients
Built meaningful relationships through transparent and results-focused consultations.
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Methodology Update
Refined our approach based on direct feedback and evolving financial needs.
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Expanded Team Expertise
Added specialists in analytical reviews for a broader client service offering.
Meet Our Experts
Experienced, credentialed, reliable advisors
Laura Ferguson
Lead Planner
1
Key Skills
Listening
Planning
Adapting
Approaches
Step-by-step analysis
Ongoing support
Credentials
Certified Financial Planner (UK)
Chartered Member, CISI
Laura has over fifteen years of experience advising private clients and leads our team in providing practical, personalised service.
Laura’s focus is on clarity, realistic action, and positive relationships. Clients value her ability to simplify the complex and deliver support without jargon.
David Lane
Senior Advisor
2
Personal Finance
BA in Economics and Finance LSE
Bristol Private Office
Key Skills
Assessing
Problem solving
Client focus
Approaches
Analytical review
Personalised planning
Credentials
Chartered Wealth Planner UK
Level 6 Diploma, CISI
A trusted resource, David brings extensive experience in analytical reviews and offers clear, impartial advice for clients in all stages of life.
David’s analytical expertise and approachable style instil confidence. He is known for making complex information easy for clients to understand and act upon.
Harriet Owens
Client Relationship Manager
3
Client Support
Diploma in Financial Services Manchester Met University
UK Finance Network
Key Skills
Empathy
Communication
Organisation
Approaches
Stepwise support
Continuous contact
Credentials
Diploma in Financial Advice
CeMAP Qualified
Harriet ensures every client receives ongoing support matched to their unique circumstances, making the process smooth and reassuring.
Harriet champions long-term client relationships through open dialogue and timely follow-ups. She is highly regarded for her empathetic approach.
Nick Foster
Analytical Specialist
4
Analytical Reviews
MSc in Financial Analysis University of Edinburgh
Cambridge Advisory
Key Skills
Analysis
Precision
Explaining
Approaches
Detailed reviews
Results tracking
Credentials
Certificate in Financial Planning
CISI Level 4 Award
Nick is skilled at reviewing complicated requests and creating actionable insights for clients who require deeper analysis.
Nick delivers in-depth, practical reviews backed by clear communication. He is committed to helping clients navigate complex topics with ease.
Our Mission, Vision, and Values
Mission Statement
We exist to deliver clear, practical financial direction, creating lasting client relationships based on transparency and confidentiality.
Vision Statement
To be the trusted advisor of choice for those seeking practical, confidence-building financial guidance.
Integrity First
We prioritise honest discussions and transparent communication in every client engagement.
Continuous Improvement
We update our approach regularly, drawing from direct client feedback and regulatory changes.
Commitment to Results
We support every client with actionable, realistic plans and ongoing accessibility.