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About us

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We believe that top quality independent financial advice is central to helping our clients build a more certain financial future

Established in 2002 and rated by Plimsoll to be “among the UK’s leading independent financial advisers” (2016 Plimsoll IFA Analysis Report), we are regulated by the Financial Conduct Authority (FCA) and specialise in providing independent and unbiased whole of market financial advice to individuals, professionals and companies, regarding all aspects of personal and corporate financial planning.

We have built our success upon a reputation for providing high quality and truly impartial advice, based upon our expert knowledge of financial markets and taxation. We offer clients a clearly defined service, transparent fee structure and an effective ongoing service proposition.

Our Values

Well-informed whole of market financial planning is the cornerstone of everything we do. Our core values ensure that we act with the utmost degree of integrity and professionalism and are open and ethical at all times. In essence, we put our clients’ best interests at the heart of the business to ensure that we provide you with the peace of mind that your financial future is more secure as a result of working with us.

Our four key business principles centre around honesty, integrity, reliability and value for money. Our financial advisers and service administrators strive to deliver consistently high standards and are committed to delivering an excellent customer experience.