Meet our Partner Firms

Purposeful Partner Firms

Since our inception in 2018 (formerly as Finitor Wealth), we’ve been proud to partner with six high-quality firms, and we continue to grow by focusing on businesses that align with our Responsible Business model. We believe that working with a select group of partner firms enables us to maintain close relationships, deliver meaningful support, and collectively build a thoughtful, values-driven group where every firm’s voice is heard and respected.

Introducing our partner firms:

Ascent Financial Consulting

Royal Leamington Spa, Warwickshire

Ascent are a boutique firm of Chartered Financial Planners who provide holistic financial planning and advice to individuals, households and businesses and pride themselves on their expertise in wealth and tax strategies, investment planning and corporate pensions/employee benefits.

Fidelium

Berkhamsted, Hertfordshire

Based in Hertfordshire, Fidelium Financial Planners provide comprehensive wealth management for individuals, families and business owners.

FMB

Kendall, Cumbria

Established in 1987 by the father of two of the Directors, FMB is a firm with a family feel that has been voted one of the Professional Adviser “Best Companies” and “UK Best Advisers” to work for 5 years in a row. FMB offers a full financial planning service to help clients visualise their options and achieve their goals in life. With over ten Financial Planners the team offers a range of specialisms including retirement planning and investment advice, later life planning, trusts and equity release.

Little and Georgiou

Halifax, West Yorkshire

Founded as a financial advice firm in 1989, the Little and Georgiou team pride themselves on building client focused solutions in an approachable and friendly manner, to both personal and corporate clients. The team provide advice in areas such as pensions and retirement planning, investments, corporate planning, estate preservation and protection.

PFM Associates

Poole, Dorset

Founded in 1999, PFM are a Chartered Financial Planning firm who provide holistic financial planning and advice to individuals, households, trustees and businesses. With a firm belief that financial planning is for everyone and should be tailored to meet financial goals and objectives, they provide advice in areas such as Investments (including Responsible Investment), Business Financial Planning, Retirement Planning, Protection, Mortgages and Equity Release.

Reeves Financial

Horsham, Crawley & East Grinstead, West Sussex

Reeves Financial is a Financial Advice firm based in Sussex that provide financial planning and advice to private and corporate clients. Established for over 25 years, Reeves Financial have developed a strong reputation amongst their large client base and pride themselves on taking a personal and holistic approach to their clients, working with them to really understand their needs and goals. The team provide a wide range of services across pension and retirement planning, investments and corporate planning.

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