We are delighted to announce that our firm has officially become a signatory of the Armed Forces Covenant—a public commitment to ensuring that those who serve, or have served, in the Armed Forces, and their families, are treated with fairness, understanding, and respect.

This is a milestone we are incredibly proud of, not only as a company, but as individuals who recognise the sacrifices made by the Armed Forces community.

The Armed Forces Covenant represents a nation’s promise: that the men and women who defend our country should face no disadvantage when accessing everyday services. From housing and healthcare to employment and financial advice, the Covenant ensures support is available where and when it is needed.

Becoming a signatory reflects our commitment to upholding that promise. As a financial adviser firm, we understand the unique challenges and opportunities faced by serving personnel, veterans, and their families – from irregular pay patterns and overseas postings to transitioning into civilian life. Our pledge reinforces our dedication to providing guidance that supports their financial wellbeing at every stage.

Our support for the Armed Forces community is strengthened by having two ex–Royal Navy veterans among our team of financial advisers. Their lived experience gives them first-hand insight into the realities of military life, the financial complexities it can bring, and the support families often need during transitions.

Their presence enriches our firm in many ways:

• Authentic understanding of military careers and challenges
• Shared values of integrity, teamwork, and service
• A deep commitment to helping others navigate financial decisions with confidence

Their backgrounds help ensure our advice is not only professional, but also personal and empathetic.

By signing the Armed Forces Covenant, we pledge to:

• Support the employment of veterans and reservists
• Recognise the needs of military families
• Provide accessible financial advice tailored to the Armed Forces community
• Champion fairness and remove barriers wherever possible



We view this as an ongoing responsibility—one we are honoured to uphold.

 To all serving personnel, veterans, and military families: thank you. Your dedication, resilience, and sacrifice make a difference every day, and we are committed to supporting you in every way we can.