The foundation to your plans and goals.

An uncomplicated approach to your wealth protection needs.

foundation partners office

A Specialised Financial Service.

Foundation Partners was founded by Craig Fleet in 1998. It was one of the first advisory practices that actively pursued the ideals of the ‘Boutique Practice’ and set out to swim against the tide of the ‘One Stop Shop’ approach.

Time has shown that the concept of offering all forms of Financial Planning within one firm is not efficient, (although originally it was a noble idea). Often the reality is the provision of non-specialised, un-personalised advice of a very general nature.

Our Team

Fiona Willard

Ben Levy

Guy Savage

Robbie Graham

Our Services

Investment Management

Risk Management

Retirement Planning

Debt Management

Taxation Planning

Estate Planning