Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation...


Saving is a stage on the way to investing.  You cannot be an investor without being a saver - but you can be a saver without...

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Inheritance tax Planning is not regulated by the Financial Conduct Authority

Simon Herbert - DipPFS

Managing Director

This year marks 32 years’ in financial services. Over that time, I have helped shape the financial adviser market place we work in today. I have been a Financial journalist working with BBC Radio Sheffield, as well as writing for the money pages of Yorkshire Post and many other titles in the Johnstone publishing group.
Over this time, they key things that are important to me is to offer a common-sense approach to all client’s financial needs by taking the mystery out of some of the complex areas of a person’s life.  I currently have the good fortune to develop our business for the next generation, whilst continuing to serve my loyal long-standing clients and their families navigate through their lives and help them achieve their financial goals and objectives.
My main area of expertise is helping families understand and plan for Inheritance tax, retirement advice, and investing for capital growth. I also deal with various companies around the region, offering retirement planning and corporate advice on their succession planning.
I am an Associate member of SOLLA (Society of Later Life Advisers) and working towards becoming fully accredited, which will give me recognition of my knowledge and advice skills, and experience of working with, and understanding the needs of, older people and their families and carers, which helps older consumers and their families recognise I am an adviser who can help them which is widely recognised as the Gold Standard in later life financial advice.

Tom Herbert - Dip FA

Financial Adviser

I have over 7 Years experience in working in financial services.
I have mainly held customer support roles and Paraplanner roles within the firm over that time, helping to achieve good customer outcomes and deliver our servicing proposition to our clients.
I have recently completed my Diploma for Financial Advisers and I am now a fully authorised financial adviser. I am continuing to work towards full Chartered Financial Planner over the next few years as well as helping to develop our business for the future.
I pride myself in good customer service and have a good technical ability to navigate through the high tec world we live in. I am developing my knowledge and skills in helping clients achieve their goals and objectives for their investment, savings and retirement planning needs.

Lisa Mitchell

P.A to Director

I have over 2 Years’ experience in working in financial services as a Customer Services administrator and my main role within the team is P.A to Simon. I support his work and ensuring that we maintain our high levels of customer service, which is key to our ongoing commitment to looking after our client’s needs.
I worked for many years previously in retail and Jet 2 Cabin Crew where good communication skills were paramount and ensuring good customer outcomes.