What we believe in

Borrowing concepts from Psychology and protocols from coaching, we’ll delve deep.  All good financial planners will ask what you want from the future, but that doesn’t really go far enough. Why do you want it? How do you know? What would it mean if you couldn’t get it?

We’ll create a strategy that is bespoke, not just to your financial situation, but also to your hopes and goals as a human being and, being acutely aware that life is short, a strategy which enables fulfilment now, not in ten years time.

At Guided we believe passionately in human-to-human connection. We love to meet in person, get to know you and build genuine lasting relationships.

We’re growing our community of trusted partners and fellow professionals from a wide range of sectors and seek to forge links and connection wherever we see the opportunity.

We all know that striking the right work / family / personal balance is vital for wellbeing. It’s much easier said than done and we don’t all have someone to help us achieve this; especially someone who knows enough about our circumstances and financial affairs.

So at every step of the journey we work on together, we’ll talk to you about how your financial situation can help you to achieve your own version of this fine balance and we’ll structure your finances accordingly.

Learning is a lifelong process and if we’re not learning we are diminishing.

So we will encourage learning, progress, change. We’ll structure your financial situation to enable you to do the thing you’ve always wanted but have invariably put off.

You’ll be represented by a business with a genuine growth mindset. We learn from others where we can but most importantly, our clients feedback is a constant source of learning.