Building Financial Confidence Since 2018
We started with a simple belief—that everyone deserves to understand their finances without the jargon. Seven years later, we're still helping people make smarter decisions about their money.
Our Journey
From a small office in Ealing to serving thousands across the UK, here's how we grew.
The Beginning
Started in a modest office in Ealing Broadway with three people and a lot of coffee. Our founder had spent a decade watching clients struggle with basic financial concepts and thought there had to be a better way to explain this stuff.
Adapting and Growing
When everything moved online, we did too. But we also learned that financial anxiety was real for a lot of people. We shifted our approach to be more supportive, less prescriptive. Our client base doubled that year.
Expanding Our Reach
Launched our educational platform after countless requests from clients who wanted to learn at their own pace. We brought on specialists in different areas—pensions, mortgages, savings—so we could offer deeper expertise.
Community Focus
Realized our best work happened when we listened more than we talked. Started running workshops and discussion groups where people could share their concerns. The feedback changed how we approach every client conversation.
Looking Forward
Today we're planning our next phase—more personalized support, better tools for tracking progress, and partnerships with local organizations. But our core mission hasn't changed: making finance less intimidating for everyone.
What Drives Us
Clear Communication
No financial jargon, no complicated terminology. If we can't explain something in plain English, we're not doing our job properly. You should leave every conversation understanding more, not less.
Realistic Expectations
We won't promise overnight transformations or guaranteed outcomes. Financial security is built gradually, through consistent decisions over time. We're here to guide that process, not sell miracles.
Genuine Support
Everyone's situation is different. What works for one person might not work for another. We take time to understand your specific circumstances before suggesting anything.
Long-Term Thinking
Financial decisions impact your life for years to come. We're interested in building strategies that work now and adapt as your life changes. Quick fixes rarely last.
Continuous Learning
The financial world keeps changing and so do we. Our team regularly updates their knowledge and we adjust our approach based on what actually helps people, not what sounds good in theory.
Local Connection
Being based in Ealing means we understand the UK market intimately. We know the challenges people face here because we live them too. That local perspective matters.
Who We Are
We're not a faceless corporation. Just a group of people who genuinely care about helping others navigate their finances.
Our backgrounds vary—some of us come from traditional banking, others from education or small business ownership. But we all share a frustration with how complicated the financial industry makes everything.
When you work with us, you'll get to know your advisor personally. We believe that matters, especially when discussing something as personal as money.
Nerissa Trengove
Lead Financial Advisor
Started her career in retail banking before realizing she was more interested in teaching people about money than selling products. Spent five years developing educational programs before joining ulorentvia in 2019. Known for explaining complex pension rules in ways that actually make sense. Lives in West London with two rescue cats who interrupt every video call.
How We Work
Our approach centers on understanding your situation first, then building strategies that fit your life.
Understanding Your Situation
We start with a conversation, not a sales pitch. Tell us what's keeping you up at night financially. Where do you want to be in five years? What worries you? This initial chat shapes everything that follows.
Building Your Plan
Based on what you've shared, we create a realistic roadmap. Not a generic template, but something specific to your circumstances. We'll explain each recommendation and why we think it makes sense for you. If something doesn't feel right, we adjust.
Ongoing Support
Life changes and so should your financial strategy. We check in regularly to see how things are going and adjust as needed. Got a new job? Had a baby? Dealing with an unexpected expense? Let's talk about how that affects your plan.
Education and Resources
We want you to feel confident making decisions even when we're not in the room. That's why we offer workshops, guides, and regular updates on topics that matter to our clients. Knowledge reduces anxiety.
Ready to Start a Conversation?
Whether you have a specific question or just want to explore your options, we're here to help. No pressure, no sales tactics—just honest advice from people who care.
Get in Touch