We would like to introduce ourselves and the ambition that we have to provide you with the very best of service.  We are the first to acknowledge that we can only add value to your financial planning matters if we provide you with a committed, consistent and effective degree of personal service in regard to all of your enquiries and needs.

We were established over 40 years ago and the business has grown consistently over these years - almost entirely due to recommendations received from existing clients and also from professional firms (Accountants and Solicitors). We’re proud to say that 96% of clients who responded to our service satisfaction questionnaire confirmed that they would be prepared to recommend us to their friends and family!

It is an undoubted fact that most aspects of life in the 21st Century are more complex and demanding than was the case 20, 10 or even 5 years ago.  This is especially true in relation to 'money matters'. Ever-increasing regulation and legislation have made the management of personal finance a real minefield, which can inflict serious damage to the finances and wealth of the unwary. For most people, therefore, it is wise and prudent to seek guidance and advice before making decisions in these areas.

All advisers that give 'independent advice' are subject to approval and regulation by the Financial Services Authority and need to be qualified by examination prior to giving advice. Further, higher levels of qualification are required of firms that give advice in regard to the transfer of pension benefits. We will be pleased to advise in these areas, as we hold these higher levels of professional qualification.

With over 25,000 financial products available to consumers in the United Kingdom, it can be seen that, professional Independent Advice is likely to be of greater value than that which can only consider a small number of them, such as that provided by most banks.