We are an independent financial planning firm based in Kempston, Bedfordshire.

Our Chartered Financial Planner, Matthew Aitchison, has worked in financial services for over 13 years.

As Financial Planners, our approach is to focus on you, your hopes, dreams and concerns. We then recommend financial solutions that will help you to achieve your goals. All that’s left for you to do is get on with living the life you want to live.

Over time, we have developed an in-depth knowledge of working with certain types of people. The people we work with are usually:

• People planning for retirement: If you want to retire on your terms, safe in the knowledge that you have the income you need to achieve your desired lifestyle, we can help.

• Business owners: If you want to get financially organised and achieve the best possible future for you, your family and your business, we can help.

• Solicitors: If you want to address your complex, tax-driven financial needs and achieve a better work-life balance, we can help.

There are many reasons why our clients choose us:

• We are Financial Planners: We focus on you before your money, putting a plan in place to ensure you achieve your objectives.

• We are experts: Matthew’s commitment to professional development has seen him achieve both Chartered (CII) and Certified (CISI) status.

• We are local: We are based in Kempston and work from a fully-modernised barn conversion. Most of our clients live and work locally.