About Us

We’ve been giving Independent Financial Advice for over 50 years…

Our Financial Planners get to know each client well, and often work with several generations of the family from the first savings or mortgage through to retirement and later life planning. Trust is at the core of the relationship we have with our clients and we aim to make sure each and every one knows how valued and important they are to us.

Our service offering is unique, professional and strong with a personal touch. We take our responsibilities very seriously, and do all we can to provide the best service to every client. We constantly look at ways to improve and provide even more value for money to our clients.

We also work closely with professionals so that when our clients need help outside of our expertise, we can always find someone to help them.

With over £1.5 billion of assets under management, we are one of the largest firms in the area and we were proud to be the first to be awarded the Chartered Financial Planners designation in 2009 by the Chartered Insurance Institute.