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