We are committed to helping each of our clients realise their financial aspirations by building a long term relationship based on trust and an in-depth understanding of each client’s unique financial circumstances.
Between us, we have over 40 years of experience in the wealth management industry. We met in 2001 when we were both focused on providing mortgage and protection advice. We built up a good professional relationship over the years and after realising that we shared a common goal of striving to provide sound financial advice, we decided to join forces and set up our own financial services business in 2009.
We specialise in providing expert advice in investment and retirement planning. We also work closely with other professionals such as solicitors and accountants to ensure that our clients receive the best advice available.
We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times. It is no coincidence that most of our new clients come to us as a personal recommendation by existing clients.