About us
A Winning Team
We’ve been working with our clients for over 25 years now. And many of them have been with us since the start.
We put our success down to building close relationships with our clients, as well as the knowledge and experience of our team.
Here’s a little bit about them:
Hilary Carden
Managing Director
Michael Carden
Investment Director
Vivienne Cottrell
Client Services Manager
Sharon Redman
Client Services Manager
Finian Cullen
Junior Paraplanner
Charlotte Nicholson-Bain
Client Services Manager
Toby Carden
Office Dog
Toby is a Border Terrier and the smallest member of the team. He specialises in sleeping and alerting the office to the arrival of the postman.
OUR COMMITMENT TO YOU
You Want...
- Someone who understands that money is not just for saving, it’s for spending on nice things, family and experiences
- Someone alongside you who’s there for the long term
- Someone who is genuinely interested in you, your life and your family
- Someone who’ll help you make the right choices
- Someone who promises you no hard sell EVER
What our clients say...
Hilary’s advice to set up a pension fund through my business has stood the test of time and proved to be one of the best decisions of my life.
I am so pleased to have Hilary and her team looking after my affairs. I don’t believe I could ask for anything more.
Hilary and her team are great at putting their clients at ease and take time to get to know them personally and individually.
Refreshingly straightforward, insightful financial advice and support that helps you get unstuck and start thriving.
Effective yet simple ‘Sleep soundly’ solutions that don’t cost you a small fortune in fees and charges.
These are a highly tax efficient wrapper, not a product so we ensure you take full advantage of this.
