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As independent Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners, we prioritise impartiality and unbiased advice.


Our focus is on listening to you and engaging in challenging conversations to help you make the best decisions for your future.


We have designed our business model to be client-centric, working only with families and individuals who value long-term relationships and have integrity.


Whoever you decide to talk, changes everything.

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Hello, I’m Nic Round, 
T |  0333 939 8263
X |  @thewealthcoach_

I deeply consider your personal situation to ensure you achieve the best outcomes, and your future self will thank you for it!

As a Chartered Financial Planner and Chartered Wealth Manager, I lead one of the top 25 independent financial planning firms in the UK and am at the forefront of wealth coaching.

I help people find the right balance between self-investing and delegating to professionals.

For over 30 years, I've been helping individuals gain financial peace of mind. Today, more than ever, you can take control of your finances. You don't need to be an investment expert; by understanding some basics, you can achieve, and even surpass, the outcomes of professionals. And if managing money isn’t your thing, we can show you how to delegate responsibility more simply and effectively than ever before.

I wear many hats: coach, strategist, consultant, counsellor, adviser, confidant, mentor, and always your advocate. I’m a financial thinker with investment karma, offering peace of mind in a complex financial world.

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Hello, I’m Dan Round, 
T |  0333 939 8263
X |  @thewealthcoach_

I started my career in financial services 24 years ago after leaving Shrewsbury School and soon qualified as a Chartered Financial Planner.

I specialise in comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies. I am married to Jessica and have two children.

Away from the office, I am an active member of our local community coaching youth football, keeping fit and spending time with family and friends.

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