Our purpose: To enrich the lives of our team, clients, and community

Our story

Our business was originally founded in 1995 and is now lead by Directors and Financial Planners Casey Mills and Dan Haylett. They are supported by our expert team of paraplanners and administrators. From our offices in the heart of Maldon, situated on the Blackwater estuary in Essex, we are ideally placed to support clients across Essex and London. We believe REAL financial planning changes lives and provide our clients and our team freedom, confidence and peace of mind.

Our core values

  1. Openness
  2. To live life
  3. Our community is at the heart of everything we do.
  4. We challenge the norm.
  5. World Class.

Our expert team

Our goal is to make a meaningful difference to the lives of our clients; and to the lives of our team.

We have an enthusiastic and passionate team of people who are committed to the same cause: supporting our clients. You can find out a bit more about them on their individual profiles:

Get in touch

If you’d like to learn more about how we can help, we’d love to hear from you.

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