Our story.

We’ve been building clearer futures since 2000 and have now grown to manage
£150 million for over 600 clients.

We guarantee a highly professional and bespoke approach. One that’s built upon competence and trust in a highly regulated industry. Read more about our individual proposition.

Here’s how we do it: 

Clear service proposition

We work hard to make sure you understand how we will look after you and your money. We’ll keep you informed with regular newsletters and investment valuations.

Transparent fee structure

We explain everything up front to make sure there are no hidden charges and our initial meeting with you is free.

Personal approach

Our relaxed and friendly staff will prove that you’re not just another client. You’ll have a dedicated contact that will be easy to get hold of. There’s one telephone number and no queuing.

Our dedication to high levels of client service allows us to differentiate ourselves from our competitors.

Specialist in-house portfolio management

Following detailed research, we build bespoke, risk-rated portfolios for all clients that are actively monitored and switched when appropriate.

Added value

We can help with tax and trust planning, ongoing protection, post-retirement support plus online investment valuations and information via our website.

Award winning service

In addition to being short-listed for Professional Adviser Awards 'Best Adviser - South East'  in 2017, 2015 and 2014 from over 200 entries,

we have also been awarded 'Best Results Driven Focused Wealth Management'  and 'Best for Tax Efficient Savings - UK'  by Wealth & Money Management Awards 2015.

 

01483 521521