Built on a Simple Frustration
In 2012, our founder Sarah Mitchell sat across from a bank advisor, hoping for guidance on managing an unexpected inheritance. Instead of listening to her goals or concerns, the advisor spent forty-five minutes pushing products that would generate the highest commission.
That experience stuck with her. After fifteen years working in corporate finance, Sarah left to create something different—a consultancy where the client's interests genuinely come first. No products to sell, no quotas to meet. Just straightforward advice from people who understand both the numbers and the anxiety that often surrounds them.
What started as a one-person practice in a shared office on Dean Street has grown into a team of five consultants. We've helped over 850 clients across Newcastle and the wider North East, from university graduates starting their first jobs to business owners planning their exit strategies.
The principle remains the same: listen first, advise second, and always explain the 'why' behind our recommendations.