Who we are

We are a family run Financial Advisers, established for over 50 years. We have always prided ourselves on a very personal service, retaining family values and our clients are drawn mostly from recommendations. Our dedicated and very friendly team of support staff have an in-depth knowledge of our clients and maintain the standards that have built our excellent reputation. 


Our success is based upon these simple principles:


  • We always aim to constantly exceed client expectations

  • We develop long-term, personal relationships with our clients

  • Over time, we become the ‘trusted adviser’, working to assist clients in all aspects of their financial and succession planning

  • We employ highly qualified, ethical and empathetic advisers and support staff