Local Independent Financial Advisers
Creating clarity and confidence for generations.
We’re a family of independent financial advisers helping successful professionals and families bring clarity to complex financial decisions — so they can move forward with confidence.
Book your free exploratory meetingA relaxed, no-obligation conversation to understand where you are and what you want next.
Your Focus
What are you
working towards?
“I feel better able to understand my situations and make decisions accordingly. I really like the approach. The Money Principles team have completely understood our longer term financial circumstances, taking into account our objectives.”
Anonymous, Bradfield
About Us
We’re not a big corporate firm or a faceless network.
We’re a family-run business that believes financial advice should be personal, clear, and built on trust. Since 1997, we’ve been helping people gain clarity about their money, confidence in their decisions, and continuity across generations.
Our promise to you
Clarity – We simplify complexity so you can see your full picture clearly.
Confidence – We help you make the big life decisions knowing the numbers add up.
Continuity – We’re here for you and your family, for decades to come.
Our team
Who we are
Fraser
Mortgage and Protection Adviser
Fraser is a certified mortgage adviser and is equity release qualified. He transitioned from life as an English Teacher to join Money Principles in 2023.
Alastair
Independent Financial Adviser
Alastair has over 15 years of experience having begun advising at Money Principles in 2018 and previously worked at an investment bank and fund manager in London. Alastair has a degree in Economics from York University.
Henry
Independent Financial Adviser
Henry has over a decade of experience, including roles at Coutts and other major banks. Henry joined Money Principles in 2019 and honed his craft as a IFA in recent years, becoming a specialist in holistic financial planning.
Who we Work With
We work with professionals, business owners, and families who’ve built wealth over time and want a clearer understanding of what it means for their future.
Often, they’re approaching retirement and facing more complex decisions — around
work, lifestyle, and family — without a clear, joined-up plan.
We help bring clarity to those decisions, so they can move forward with confidence.
