Independent financial advisers founded in 1975
Over £1 billion client funds under management
17 industry awards for advice since 1989Our Philosophy
Our philosophy is based on our commitment to outstanding service and to having innovative ideas which enable us to:
Understand and look after successful people exceptionally well
Often clients are very busy people without much time to spare for dealing with their own financial affairs or they may just find money decisions a continuing mystery. So we try to:
Simplify the key issues and explain them clearly to clients
Many people who are successful in other fields readily admit to not understanding or being particularly interested in financial matters; so we aim to look after them through:
Our commitment to long term relationships
As demonstrated by providing regular valuations, reviews of changing circumstances and being:
Very good value for money
This can be by way of commission or fee, whichever the client prefers.
Our enlightened approach to tax planning
We aim with all our advice to minimise Income and Capital Gains taxes during your lifetime and minimise Inheritance taxes thereafter.
Our Services
We will help you set your financial goals, fully review your current financial position and establish where you are now compared to where you want to be.
