About Us

Our Approach

As a family-run business with traditional values, we focus on building effective working relationships with all our clients. We’re proud that as a result of this, a large number of our clients reach us through trusted personal recommendation. 

There is no charge for our introductory meeting with you, during which we aim to:
  • Ask questions and understand every detail of your current financial situation, personal requirements and/or business aspirations.
  • Provide you with a clear understanding of our services, remuneration structure and payment options should you proceed.

Going forward, it is important to us that you fully understand the reasoning behind any advice we provide. Our aim is for you to be secure, informed and fully in control of your financial moves – however complex they are.

Our independent status

Our independence frees us to provide honest and comprehensive financial analyses and advice, to individual and corporate clients. It also allows us to access a wider range of financial and investment products – we allow the specific goals of our clients to drive everything we do and every move we suggest.

Our research panel

We operate a panel of experienced and independent researchers specifically to analyse the performance of funds and financial products, in order that we provide the most attractive and robust results for all clients. Our panel members bring thorough understanding of the micro and macro economic environment, as well as intelligent foresight.