Established in 1997, we have developed an exceptionally well-qualified team, we have eight members of staff, which includes three financial advisers and five support staff.
We are passionate about financial education. If our clients understand our recommendations, they can therefore make better informed decisions. Just as importantly, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients’ wealth and sense of well-being, so that they can feel in control of their finances and have the peace of mind that goes with that.
As a result of our approach, we are frequently recommended by local solicitors and accountants in the area. However, the majority of our new clients come on board as a result of referrals from our existing clients.