About us

At Compass, we help people and businesses meet their needs and goals through professional, meaningful and clear financial planning.

We’re about helping you, not selling you something. We’re about plain English and education, not about jargon and bamboozling. We listen to you – your needs and goals, your questions and your concerns. We get to know you or your business and build a relationship through openness, honesty, and integrity.

We love what we do, and that means we care about what we do.

The end result? Financial advice which you can rely on as the right approach based on your needs and goals, and a trusted partner for your future financial planning needs.

So, if you like the sound of us, and have something that you want to talk to us about, then please get in touch. We’d love to hear from you.