Take a step towards financial peace of mind and the confidence to do more of what’s important to you.

We look forward to welcoming you to a complimentary initial meeting, with no obligation, to give you the opportunity to find out how we may be able to help and to see if we would be a good fit to work together. Please read the About Our Service section prior to contacting us, as this contains important information about how we work.

When you get in touch via any of the methods below, Lisa Powell will be your first point of contact. She will find out a bit more about you and answer any initial questions you may have, then, when you’re ready she’ll arrange your meeting with our Chartered Financial Planner, Sophie Marfell, at a time convenient to you.

Meetings take place online via video conference or at our comfortable and private office within the World Heritage village of Saltaire, close to Bradford and Leeds. We are easy to find, walking distance from Saltaire rail station or just off the A650, with plenty of parking options nearby.

Click on our location below to be taken to Google Maps for directions…