Be guided to reach your potential make connections get off autopilot find balance be brave grow flourish get after it make it count protect those you love leave a meaningful legacy
Innovative financial planning for modern families.
What we do
Help you grow and thrive
You’re aspirational. Not content to just sit back and let life happen to you. You’re looking for purpose, growth, fulfilment and are smart enough to realise you’re not going to get it from a shinier car (nice though they are!) or from the accumulation of wealth for it’s own sake.
We’re highly qualified Chartered Financial Planners; use the latest technology to deliver the client journey you deserve and we are so confident in what we do, we won’t get paid if you’re not 100% satisfied.
We’re going to design you a bespoke financial plan which will propel you towards personal growth, meaning and fulfilment.
I thought financial planning meant getting rich. I can honestly say that my life feels richer
Expert, event specialists
Financial planning isn’t a one-off action, it’s a collaboration which can span a lifetime. But it’s these pivotal challenges which prompt an acute need for financial planning. It’s here we will begin our connection.
Our why
Driven by our values
Most financial planners appeal to specific groups of people; professionals, executives or business owners.
But you’re more than your role, your label or your background. We’re not concerned with ‘what’ you are but ‘who’ you are.
These are the values which pervade our approach at Guided, and it’s like minded people we choose to work with.
Life is short
Make it count. Be proactive and intentional; get off autopilot. Be brave.
Connections
Forge connection and connectedness. Measure success by the impact we have on others, not by our status.
Balance
Look after ourselves, tuning into who we are and what we need. Re-balance when needed.
Learning
Move forward, grow, learn new things, explore new ideas. Collect experiences over possessions.
“Money brings you food but not appetite; medicine but not health; acquaintances, but not friends”
Henrik Ibsen – Norwegian playwright
