About Us

about us

We provide face to face financial planning advice, for both personal and corporate clients. Our advice is always personally tailored to reflect the individual needs and objectives of our clients.

Our aim is to build long term relationships, based on mutual openness and trust, and to ensure that we provide a quality, professional service.

Planning with our clients can involve solutions for either

  • defined, agreed objectives, whether lifestyle or financial
  • specific issues and needs, short and longer term

This is achieved through working with our clients to:

  • Identify and agree objectives, goals and issues
  • Agree a Financial Plan to achieve objectives and address issues
  • Implement and establish the Financial Plan
  • Maintain control over time by reviewing the Financial Plan on a regular, ongoing basis
  • Provide added value services to maintain consistency and ease of approach

We are fully qualified and benefit from the experience of 30+ years in financial services.

We are members of Openwork, who provide services, market access and regulation support.