We are a specialist IFA firm helping the conscientious wealthy interested in investing ethically. Our typical client invests between £400,000 and £5,000,000 with us.
We are a single office, UK based business, located in the heart of the beautiful Lancashire countryside, but we service clients all over the UK, often visiting in person especially if there are good rail links, although we also hold many meetings online.
Our Founder, Haydon Waldek, has worked in financial services since the early 1990s and as a Chartered Financial Planner he has all the skill and expertise needed to run the business to a very high standard.
We are an ‘independent’ firm, and we are ‘directly authorised’ and regulated by the Financial Conduct Authority (FCA).
Haydon combines a wealth of experience and knowledge as a Chartered Financial Planner with a well-read and deep appreciation of the social and environment issues that affect us all.find out more