We are a “boutique” firm of wealth managers & financial planners  who are committed to excellence. Our  close and experienced team  has different and complementary skills.

We have extensive knowledge of pension & investments, portfolio construction, trustee investments.

We work here because we enjoy what we do and benefit from an unusual business model which allows us the freedom to stay true to our values and work for what we believe in. Shared values and respect for one another leads to a great working environment and emphasises the importance of working for our clients who value the service we provide.

Our team shares the same ethos of trust, honesty and transparency,  with an established track record of expertise combined with  service skills.

We believe our clients are the most important component of our business. It is therefore our priority to continually strive to improve and deliver services in a way they have come to expect and appreciate.

• Our Client Steering Committee is at the heart of our business.
• The committee is made up of existing clients who meet bi-annually to help us steer our business to continually improve what we do.
• The committee continually examine whether “Is what we do helping our clients to get what they want and need?”

In addition, we regularly obtain feedback from our clients – so everyone has an opportunity to express their views and offer  suggestions to support further improvement.  We value all feedback and use it to continually improve our service to you.