In 1982 we saw a need to provide a new proposition to clients and potential clients. The cornerstones of this offer were knowledge, advice, service and fair treatment. In short, we set out to look after our clients’ money in the same way we would look after our own money and treat clients in the way we would want to be treated. Since that time we have worked with a large but select group of clients and we still maintain these core values. People still need this type of service and if one of those people is you, please come and talk to us. We remain committed to ensuring the business maintains the same values as it did in 1982.
Work for us
If you are interested in a career with one of the country’s leading financial advisory companies. then please email your CV to
authorised and regulated by the Financial Conduct Authority to provide a wide range of high-quality financial advice and most importantly we are independent. We are not tied to any insurance company, bank or other financial service provider. Consequently, our advice to you is totally impartial.