06/05/2026
🎉 Two incredible milestones to celebrate today! 🎉
This year marks 13 years since we opened the doors of our financial advice business — and 30 years since our founder, Clare Farrell, first stepped into the world of financial services at just 16 years old, on work experience at Lloyds Bank.
We asked Clare to reflect on the journey...
💬 "Initially I thought it was the excitement of being in the vaults, counting the money and cheques — and I suppose initially as a teenager it was! But it very quickly became about helping people. Whether that was opening a bank account, registering the death of a loved one, or buying a house — there are so many areas in financial services where you get the opportunity to help people, sometimes at the best times in their life and sometimes in the worst. Whatever the life event, people need help with money, and that is what I have enjoyed the most. Simply helping people"
Thirty years on, that passion hasn't dimmed for a second. Today, Clare and our team are focused more than ever on helping people plan for the future — and in particular, helping clients navigate their pension planning so they can retire with confidence and security.
Thank you to every single client, colleague, and supporter who has been there with us for the last 13 years!
