As professional advisers we share your philosophy and values.

Our website highlights clearly our commitment to providing the highest quality, independent financial planning and advisory services to our clients. Our service complements your role - we are experienced and committed to working as part of a team to provide a seamless, professional service to the client.

We are authorised and regulated by the Financial Services Authority as Independent Advisers and will remain so after depolarisation. We are therefore in a position to receive referrals under the rules of both the ICAEW and the Law Society

The "About You" section of the website provides an insight into the type of client we specialise in and how we have been able to create value for them. We would value the opportunity to do the same for your clients.

If your partnership does not have a financial services practice, we are delighted to assist your clients on any aspect of their financial affairs and will keep you fully informed during the process. If you have a financial services practice, but they do not cover some of our areas of expertise, we can work with you to ensure the client receives the service they require. Like you, we work on a fee basis so this approach ideally facilitates this type of arrangement.

As members of the Institute of Financial Planning and the Personal Finance Society we are used to dealing with professional referrals and value them highly. You can rest assured that in referring your client to us for advice; they will be dealt with in a manner that reflects the professional standards you apply to your client relationships.

If you wish to discuss any aspect of your clients affairs, or make a referral please do not hesitate to contact us. Please Click Here