{"id":11,"date":"2026-08-06T21:32:25","date_gmt":"2026-08-06T21:32:25","guid":{"rendered":"https:\/\/demos.canvaswp.com\/finance\/about\/"},"modified":"2026-08-31T22:57:46","modified_gmt":"2026-08-31T22:57:46","slug":"about","status":"publish","type":"page","link":"https:\/\/demos.canvaswp.com\/finance\/about\/","title":{"rendered":"About"},"content":{"rendered":"
Our story<\/h5>

We started because good advice was hard to tell apart from good salesmanship.<\/h3><\/div>

The practice was founded to do one thing properly: give people a clear view of their own position, and a plan they understand well enough to keep.<\/p><\/div><\/div><\/div>

What we hold to<\/h5>

Four commitments, in writing.<\/h3><\/div>
<\/i><\/div>

Independent by construction<\/h4>

We sell no products of our own and take no commission, so the advice has nothing to do with what pays us.<\/p><\/div><\/div><\/div>

<\/i><\/div>

Costs on the surface<\/h4>

Every layer of charge is shown before you agree to anything, in money as well as percentages.<\/p><\/div><\/div><\/div>

<\/i><\/div>

Plain language<\/h4>

If a document cannot be explained in a sentence, it is the document that needs changing.<\/p><\/div><\/div><\/div>

<\/i><\/div>

Long relationships<\/h4>

The value of a plan shows up over decades, so we are built to review it rather than to sell it once.<\/p><\/div><\/div><\/div><\/div><\/div><\/div>

<\/div>
The team<\/h5>

People you will actually speak to.<\/h3><\/div>
\"Portrait<\/div>

Ellery Vance<\/h4>Founder & Lead Adviser<\/span><\/div>

Twenty years advising households and owner-managed businesses. Chairs our investment committee.<\/p><\/div><\/div><\/div>

\"Portrait<\/div>

Priya Raman<\/h4>Head of Audit<\/span><\/div>

Leads statutory audit and controls work, and the firm-wide quality review programme.<\/p><\/div><\/div><\/div>

\"Portrait<\/div>

Tomas Berger<\/h4>Head of Markets<\/span><\/div>

Responsible for portfolio construction, rebalancing policy and cross-border reporting.<\/p><\/div><\/div><\/div><\/div><\/div>

20+<\/h3>Years advising clients<\/span><\/div>

6<\/h3>Advisory practices<\/span><\/div>

4.8<\/h3>Average client rating<\/span><\/div><\/div><\/div><\/div>
Ready to Grow your Business?<\/h5>

Best way to save your Money.<\/h2><\/div>
<\/i>Book a Schedule<\/a><\/i>See Plans<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

An independent advisory practice built on clear advice, patient planning and long client relationships.<\/p>\n","protected":false},"author":1,"featured_media":71,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-canvas","meta":{"footnotes":""},"class_list":["post-11","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/11","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/comments?post=11"}],"version-history":[{"count":0,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/11\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media\/71"}],"wp:attachment":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media?parent=11"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}