.png)
Refreshing. Personal. Honest.
At our core is a commitment to honest, transparent advice - free from jargon, pressure, or hidden agendas. Every interaction is rooted in integrity and built around what truly matters to you.
Planning for retirement?
Whatever you want your retirement to look like, we aim to guide you to build a financial plan and stick to it.
Protecting your family?
Our financial planning aims to help you to identify what matters most to you and ensure that those things are protected in the case of a financial shock.
Growing your wealth?
We know that the world of finance and investments can be confusing. We are experts in investment planning, aiming to help you understand your money and get it working harder for you.
Need support with Employee Benefits?
Our team are experienced and qualified in aiming to help business owners structure Employee Benefit packages for your team.
It's time to get your
in good shape.
Just like your health and fitness, your finances need a robust plan and ongoing commitment to remain at peak performance. That's where the concept of ingoodshape was born and it runs through everything we do.
Building Your Financial Confidence
Thinking about finances is something many of us struggle with. We're here to aim to help you have the confidence to manage your money and achieve your goals.
Know where you're heading
We guide you to understand your financial goals and how you can achieve them. This means a series of conversations to uncover what you really value.
Build a plan for your future
Our team are experts in building financial plans that are centred around you and your loved ones. We aim to help you to take your goals and objectives and align them with your current and future financial situation. This creates a robust financial plan for you to follow.
Optimise your investments
Once your plan has been built, we show you how you can optimise your investments, pensions and other savings to ensure that you achieve your goals.
Protect you, your family & your business
Building a strong financial future is important, but so is protecting the things that matter most to you right now. We aim to help you to protect you your family and your business against big financial shocks, and ensure your financial situation is secure and robust for the future.
Our team
Helping you to get
in good shape.
We don’t overwhelm you with jargon. We speak your language. We endeavour to make you feel understood, not intimidated.
Robert Borrill FPFS
Chartered Financial Planner
James Watson
Chartered Financial Planner
Charlotte Reynolds
Financial Planner
Louise Runagle
Research Analyst
How we do things
We have a simple, three-step process for working with all of our clients.