Chillingstone House,
26 Eastwood Road, Rayleigh, Essex, SS6 7JQ
t: 01268 749 880 - For your protection all calls are recorded


Financial Times Adviser Awards

We are delighted to announce that we were awarded 31st place in the top 100 Financial advisers in the UK, at this year’s Financial Times Adviser Awards. This is an improvement of 7 places on last year, but more important than the simple ranking is the fact that the FT have changed their assessment process. Size mattered under the old ‘rules’, but now they include qualitative assessments based on retaining client money, experience and complaints. This has meant we have moved up the rankings whilst most of the large national firms, especially the Banks have fallen. Put simply, if you want to be properly looked after you need to deal with a firm like ours, one with enough size and resources to deliver a first class service but who does not forget that the needs of clients are the most important thing.We are very proud of this achievement and plan on improving our position next year. Read more

D-PIMS Tops £220,000,000 - Welcome to new Employees

We are delighted to announce that our Discretionary Management Service has now topped £220,000,000 in funds under management. Thank you to all our new and longstanding clients for helping us to achieve continued growth. Read more

New Pension Rules

The incredible new rules have now been confirmed and have turned pensions into the most flexible & tax efficient savings plans, given that your contributions to a pension receive tax relief and then grow virtually tax free over the years. Read more

10 Years PIMS Celebration and Charity Night

On 10th December we celebrated 10 years of our Premier Investment Monitoring Service with a drinks reception at the Old Parish Rooms in Rayleigh. Read more

Sweeping Changes to Pensions

The Government have announced sweeping changes to the way you can access your pension fund. Read more

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