About Us
Who we are
Our team
- Company established in 1975
- Director controlled and owned
- Wholly independent of all financial institutions
- Award winning team of experienced advisors
- Eight key plain talking practitioners
- Supported by four tax, trust and pension specialists
- Supported by 26 dedicated support staff
- Regulated by Financial Services Authority
- Meet our team members
- Over 4000 client families
- Over £800 million of assets under IFA management.
Our Philosophy
- Committed to long term client relationships
- Technically excellent in all aspects of financial planning
- Communicate even complex issues in the most simple language
- Dedicated to educate all consumers
- To be constantly innovative
- To remain independent of all financial institutions
- To deliver financial independence to our clients.
Read more about our philosophy and our awards.
