About us

We believe in helping our clients achieve their life goals. But, a goal without a plan, is just a wish. With more than 30 years’ experience in offering sound, independent financial advice, your wishes can become achievable goals. We work with a mixture of private clients, sole traders and Directors of small businesses who have a vision of their life goals and appreciate the value of truly independent professional advice to help those goals become reality.

Long term financial security is what we all crave. We believe being able to still enjoy life, day to day and being able to afford and enjoy life’s special moments when they come is the life to which we all aspire. Whilst most of us have similar goals, every one of our clients through the last 30 years has a unique set of circumstances. Just as in life, circumstances change from time to time which is why we believe in continual review and support through your life to ensure your financial security stays on track and surpasses your expectations.

Over the last 30 years, we have found that clients who embrace this holistic approach and continual review tend to achieve their goals.

Financial products, investments, pensions and efficient tax planning can seem complicated. Nowadays, more than ever, we understand that our clients need transparency and that we need to build trust in our advice. Clients want to have control and to visualise their financial future, which is why we have developed Prophecy – A Financial Software System that models lifelong cashflow to ensure you can fund your life goals with confidence. It’s simple to see and understand how your plans can become reality. It’s flexible so when you want to make a change or have a change in circumstances, we can show you how the change will affect your long term financial future plans.

Don’t just wish – have a plan!

Practice Principal
Kevin Cunningham

Kevin started his career with Pearl Assurance in 1986, employed as an adviser and then was promoted to a management position. He progressed to hold various adviser positions within industry leading firms Standard Life and Friends Provident. Having gained wide experience in these roles, Kevin became an Independent Financial Adviser, (IFA).

Kevin worked within regional IFA practices and a regional firm of accountants, from this position becoming a partner with a financial services company. Kevin started his own business, Bleathwood Financial Services in 2010 to focus on working with local clients and their business in and around the East Midlands. Kevin has lived in Ashby de la Zouch since the start of the millennium (or if you prefer - 2000). Kevin believes that building both personal and business relationships for the long term within the local community ensures accountability and the quality of the expert advice he can offer clients with the benefit of more than 30 years in the industry.