We are there for you when you get stuck


Thank you for visiting our web site. You should find the site easy to navigate. If you don’t then please contact us. We would welcome any comments that you may wish to make.

Now, like most Independent Financial Advisers, we offer advice on a range of personal and corporate financial planning issues such as:

Wealth Management
Transactional Service
Services To Trustees

Nothing new there then. So, what makes us so special?

Well, we like to think that we offer this advice in a manner which cuts all the jargon down to size and makes it simpler to understand. Are we any good at this? We would like to think so and I’m pleased to say our clients tend to agree. Of course, the only real way is to try yourself. There are a number of ways that you can contact us.


The Wealth Management Service

Ideally suited to those who want to have the benefit of an independent adviser look at their existing plans and make recommendations as to how to achieve their future financial goals.

Services to trustees

The services we provide to trustees are designed to reduce the onerous liability that is part and parcel of this role.

Transactional service

This service is designed for those who simply want an Independent Adviser to transact financial transactions for you but prefer to manage your own affairs and only have contact with your adviser when necessary.