Established in 2021, we set out to create an independent financial planning firm that would help people understand, engage with, and take control of their financial aspirations and to make it enjoyable in the process.
Our mission is to empower you to make confident, informed decisions about your finances so that you can get the most out of your life and follow your passions.
Money and financial wellbeing play a fundamental role in our overall wellbeing, influencing and impacting many daily decisions. Managed carefully, they create opportunity, freedom and security.
What’s in a name?
Cartesian [kɑːˈtiːzɪən]; of or relating to the works of Descartes
Aside from being a mathematician of repute, Descartes was a philosopher credited with the notion “I think, therefore I am.”
Money, finance and the associated planning involve careful, detailed calculations, projections and assessments. More importantly, on a day-to-day basis, it involves emotion.
We are aware that financial planning carries aspects of both the mathematical and the way it makes people feel. You experience the emotions of confidence, exuberance, joy, concern, apprehension, and uncertainty.
Our role is to deal with the measurables, the maths and the assessment, but we must also inspire a sense of confidence, reassurance and faith in following a financial journey.
Descartes’s work captures the blend of mathematical and philosophical elements concisely. Our holistic planning approach merges EQ (emotional quotient) with IQ (intelligence quotient) to offer a unique financial planning experience that focuses on your specific coordinates.
What our clients say
As a time-constrained professional, with a diversified portfolio of assets including rental properties, I needed proactive ongoing concise advice from a trustworthy source covering overall planning as well as detailed investment advice. David takes the time to understand my developing planning needs, advises accordingly and provides a highly professional, reassuring investment framework to bring all key elements together.
Dr. CMR
client since 2021
I realised I needed to get my pensions in order, having saved into a company scheme for many years. I had no idea what I was due, whether I was saving enough or what I was saving into. I spoke initially to a large well-known company and was left in little doubt that their interests came before mine. David was referred to me and I was comfortable from the initial discussion that his ‘planning first, non-sales’ approach suited my needs. A satisfied client for many years now.
VEB
client since 2017
For many years we were content selecting our own investments and making our own decisions. It wasn’t until we saw, with the benefit of David’s insight, where our own choices missed key efficiencies or left important gaps. 20 years on we continue to work with David
JC
client since 2002
Making financial planning interesting is a rare ability. Working with David over the years has, thankfully, given me an interest in making sure I pay attention to my financial future
MB
client since 2012
Feel Free to make Your move
Get in touch today for a no-obligation chat with the team.
