Whilst many financial advisers focus on selling products, financial planning stems from a thorough understanding of our clients’ goals, aspirations, challenges and concerns. Years of experience have meant we have the skills and expertise to truly listen to what it is you want from your future, then create a financial plan that acts as a step-by-step guide to achieving the lifestyle that you want.

Our independent status complements our approach to financial planning. As an independent firm, we are able to recommend products and providers from the whole of the market. This freedom means that you can rest assured that we will never simply sell you a product. Instead, our recommendations are careful, considered and custom-made for your individual circumstances.

Our team at Hestia Wealth believe firmly in financial planning that has your best interests at heart. We believe that financial planning should be built on a firm foundation and for us this is the ‘family unit’. Products and providers will never influence our work; instead, it’s you, your family and your goals for the future that drive the recommendations we make.