We believe that clients receive better outcomes by engaging with a financial adviser and building a long-term plan that is managed through an ongoing relationship based on mutual trust and openness.

We offer holistic advice, taking into account all aspects of clients’ financial affairs to produce a complete picture of how their money is working for them. We will go beyond the obvious, meaning clients can benefit from insightful and penetrating analysis of their financial circumstances. We will reinforce this approach through proactive planning and regular reviews to ensure strategies stay up-to-date as markets, products and legislation change.

We offer an informative first meeting without any cost and you are under no obligation to commit to using our services. It is an opportunity for you to get to know us and allows us to understand your financial circumstances, needs and ambitions and explain our approach.

Our 'Second Opinion Service' is a great way to get started. We can provide you with a completely unbiased opinion on your general insurance, income protection, pensions, savings and investments with a view to identifying planning opportunities which could add a real benefit to your life. 

Whatever your financial circumstances, we'd like to hear from you. There is no minimum wealth requirement and, providing we are the right fit for each other, we will work with you to define your short and long-term goals then pull together a comprehensive plan to help you achieve them. 

The main areas where we are able to help include:

• Pre and post retirement planning
• Consolidation of existing pensions 
• Wealth preservation and growth
• Tax efficient investment and savings advice
• Socially responsible & ethical investments
• Onshore and offshore investments
• Financial protection for you and your family, or your business
• Corporate planning, corporate pensions, employee benefits
• Personal financial management and budgeting
• Mortgage and remortgage advice