Formed over 40 years ago we pride ourselves on maintaining the concept of customer service that has all but disappeared from the modern world. We are a small, privately owned business, providing financial planning and wealth management to individuals as well as pension scheme and ‘risk benefits’ for companies, whether large or small.

We have no plans to expand and take over the world as that would prevent us doing the thing we do best; getting to know our clients and helping them obtain their goals.