With you for life

Who we are
We’re one of the region’s largest independent advisory firms, with a heritage that dates all the way back to 1935. Our friendly, experienced team includes Chartered financial planners, Independent financial advisers, and skilled support staff who’ll guide you on a financial journey from your current position to the future you want to achieve for yourself.
What we do
We work with clients who have already accumulated some wealth to define their lifetime objectives and plan their financial affairs in the most advantageous, tax-efficient way possible. Our services incorporate “one-off” financial advice, holistic financial planning, and bespoke ongoing wealth management for the following groups of people:
For individuals
For business owners
For trustees
For employers
The results from our 2022 client survey showed:
Resources
Visit the resources section of our website and explore our library. You’ll find an extensive collection of free-to-access articles and guides on a wide range of personal finance topics including pensions, retirement planning, tax, and estate planning.