We take the time to understand what matters to you, then build a plan with clear recommendations, sensible assumptions, and practical next steps.
While we prefer to meet in person, in the comfort of your home, we understand this is not always convenient, so we can also meet remotely, depending on what suits you.
What you can expect
Our Team
Neil Summers
Independent Financial Adviser
Neil is based in Ipswich and is a proud season ticket holder at Ipswich Town. He watches the highs and the occasional wobble, alongside his father, a retired financial adviser, because advice really does run in the family.
At home he is outnumbered, living with his wife, two daughters and their Cockerpoo, Stan. When he is not at Portman Road, he is usually making the most of family life.
He is also still trying to play five a side once a week and is a regular in the gym, appreciating the value of staying active, even if the recovery time is not quite what it used to be.
Jordan Durrant
Independent Financial Adviser
Jordan, based in Colchester, is a passionate golfer who enjoys teeing off at courses across the South and East, though his love for the game is not always matched by his skill.
A devoted husband and proud new father, he cherishes time with his wife and daughter, whether strolling through nature, enjoying the beach, or simply making the most of the fresh air.
A fan of good food and great company, he enjoys firing up the barbecue for friends and family, weather permitting, and escaping on European city breaks whenever the opportunity arises.
Why Choose Us?
Independent advice, tailored to you
We are not tied to any provider, so recommendations are based on what suits your circumstances, goals, and priorities.
Plain English, no jargon
You will always understand what is being recommended, why it matters, and what the next steps are.
A clear, structured process
From first conversation to implementation and reviews, you know what happens next and what you can expect at each stage.
Personal service, built for the long term
We are responsive, approachable, and focused on long term relationships, keeping your plan aligned as life changes.
