We are a firm of Independent Financial Advisors. But we are different.
Sophisticated clients know that important financial decisions deserve proper professional advice - not advice from somebody who is trying to sell a product in order to maximise commission.
We are not a commission based firm. We charge a fee, which depends on the time spent on your behalf, the amount of which is clear and can be justified.
Our advisors are highly qualified and have developed considerable experience through many years in the financial services industry. We are all professional in our approach and the advice we give.
We carry our professionalism through into our administration. We have a support team which will handle your investments promptly and efficiently. If you have queries an answer is usually only a telephone call away.
To set up a financial services business on this basis seemed quite radical when we began. But it was the right approach because our business is substantial and growing quickly. We have excellent clients, and we are grateful to them for their support. We hope we can persuade you to join them.