This year has been incredible – we have become a team of 3 advisers from 1 – and welcome Gaurav and Sreeram to the team.

We have an incredible new Client Relationship Manager, Natasha, who is here to ensure all our clients get the best service at all times and our operations run smoothly.

Here are just some of the numbers behind this year:-

– 50% growth of Funds Under Management

– 50% growth in the number of families we look after

– 30+ 5* reviews from our clients

Although numbers are important – we are a people business. That’s the fun side. Improving financial health, wealth and providing peace of mind to those families we look after.

As we continue to improve our client journey, I’m grateful to all those families who entrust us to look after their financial future.

My diary is looking busy going into January so I’ll enjoy the break.

Just also want to say a huge thank you to every one of my contacts who has introduced their family, friends, contacts or clients to me. Hopefully, they’ll thank you too. That’s the aim.

Onwards and Upwards, we help you stay focused on your life goals and navigate the winds of change – like we have always done.

Here’s Cheers to a brilliant 2025!

Wishing you all a peaceful Christmas and all the very best for the New Year.

Best Regards,

Rohit Rohela

Chartered Independent Financial Adviser