Established in 1997, we have developed an exceptionally well-qualified team.
We are passionate about financial education. If our clients understand our recommendations, they can therefore make better informed decisions. Just as importantly, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being, so that they can feel in control of their finances and have the peace of mind that goes with that.
As a result of our approach, we are frequently recommended by local solicitors and accountants. However, the majority of our new clients come on board as a result of referrals from our existing clients.
Our clients come from all walks of life. Having worked hard to get where they are, they want to make the very best of the wealth that they have, as well as understand their finances and have the reassurance that it is in good hands. If that is where you want to be, then we hope that you will come and talk to us.
We take great pride in the expertise of our advisers and staff. Not only are they encouraged and helped to achieve their professional qualifications, but of equal importance is their ability to communicate and explain recommendations in ways that are easily understood. Only then can our clients feel in control of their finances and be reassured by our advice. In short, we work hard to deliver our input in a straightforward and caring way.