About Us


Investing is what you can do with the savings you have created...


A well prepared pension plan which is regularly reviewed...

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Vaughan Rochford CeMAP DipFA

Certified Financial Adviser

Having spent a lifetime sailing and navigating the waters of the UK and France as well as further afield I have learnt how to navigate and plot a course to ensure a safe passage to the eventual destination. I apply the same principals to the financial advice I give my clients, taking into account all your relevant details and information to create a way forward enabling you to achieve your goals and aspirations.

I grew up in Dartmouth spending virtually all of my spare time on the river Dart. In my late twenties I decided to spread my wings which eventually led to a career in financial services.

At sea as well as in life everything does not always go according to plan, COVID19 is a prime example. Reviewing and re-evaluating progress and make changes to ensure a safe passage to our desired destination is all part of the service we provide.

Over the years I have amassed a huge amount of experience and knowledge bringing all of this together to offer a personal financial advice service to a relatively small number of clients.

Quality of service and advice is important to me and help create a firm foundation for the financial advice I offer.

I look forward to helping you achieve your financial goals and objectives.