The Journey Is On.
Why Choose Journey?
We give independent financial advice that is truly valued.
Working hard to maximise and protect what you earn, save and own - both today and into the future - we do this in a way that is simple, sound and cost-conscious.
Simple.
We keep it simple - helping you to answer the big questions. We create and put in place a financial plan that is right for you. And keep you focused wherever your life journey leads.
Sound.
Our emotions can lead us to make mistakes when investing - buying a hot investment when prices are high then panic-selling when prices drop. The opposite of what common sense tells us to do.
We are the common sense. Disciplined, researched and long-term - providing sound guidance to keep you on track.
Cost-conscious.
Saving and investing is complicated. Most of us need help making decisions on asset allocation, diversification, and investment vehicles, to name just a few challenges - making financial advice invaluable for many investors.
Whilst we can’t guarantee returns, we can drive costs down meaning that more of your money stays invested for your future. Where it belongs.
Every Journey is Different
Whether it is a change in circumstances, saving for life after work, or investing for your children’s future, financial planning can help everyone across all stages of their lives.
A Comprehensive Financial Plan
Achieving your goals with a practical and comprehensive plan
Protecting against the Unexpected
Protecting you, your family, your wealth and legacy
Successful Business Planning
Helping to start and exit your business successfully
Tax-Efficient Finances
Ensuring your finances are structured tax-efficiently
The One-Hundred Year Life
Identifying your route to a financially secure retirement
Estate Planning & Inheritance Tax
Financial advice for passing on an inheritance
What People are Saying
“Journey’s trusted advice has got my retirement planning on track and helped with my short/medium term financial goals as well. They are extremely knowledgeable and always tailor advice to my personal situation. I would not hesitate in recommending to any of my friends or colleagues.”
— Head of Product, Global Provider of Financial Market Data
“Knowledgeable, engaging, supportive and never pushy. Great to speak to and certainly a long term partner for helping my family in managing our finances.”
— Senior Risk & Controls Manager, Commercial Bank
“They are extremely positive and helpful - always willing to go the extra mile. It is refreshing to see such a service still exists.”
— Vice President, Private Bank
“Fantastic at dealing with my hectic lifestyle to offer timely recommendations at convenient times.”
— Director of Consultant Relations, Asset Manager
“Their expert advice and knowledge have been invaluable and I can’t thank them enough for their honesty and attentiveness. The whole process has been conducted professionally along with personal attention, and has made a significantly positive difference to my life.”
— P.A. to Chairman, Sport Governing Body
“Journey have proven to be great advisers on my personal retirement and wealth management plans. Personal but equally very professional.”
— Group Head, Investment Bank
