

The guides on your financial journey...
About us...
We are award winning chartered financial planners, but we are more than that!
We are experts in helping people plan for and live in life after work. Our WealthGPS service is specifically designed to deal with the emotional, behavioural and financial challenges that this presents now and in the future.
The technology and planning software we use is specifically set up to give you the confidence, comfort and peace of mind to spend your money and time on what's most important.
Our learning and reading is centered around the psychological and financial challenges you face.
Our values:
1.
Openness
2.
To live life
3.
Community at heart
4.
We challenge the norm
5.
World Class
Meet your team...
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Casey Mills
Managing Director & Chartered Financial Planner

Samantha Bird
Head of Client Experience Team
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Dan Haylett
Director, Head of Growth & Financial Planner

Connor Griffiths
Paraplanner
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Olivia Maynard
Operations Director

Curtis Berry
Client Experience Manager

Lauren Turner
Trainee Paraplanner