Trade Bodies / Associations

We are authorised and regulated by the Financial Services Authority.

All Directors and advisers belong to the Personal Finance Society and the majority of our advisers are qualified to an advanced level.

We are members of the Association of Independent Financial Advisers.

Our Managing Director is a lifetime member of the prestigious Million Dollar Round Table.

Specialist Services

We work on a fee basis which means there is no risk of undue industry influence or commission bias. Likewise, we are committed to high standards of knowledge and continuous professional development.
We have developed expertise in areas that do not require the involvement of insurance company products, such as trust-based self-administered pension schemes, self-invested pensions and a variety of trusts.
We construct portfolios providing direct and ongoing advice, selecting asset allocations for individuals that reflect their individual attitude to risk and then applying this to the selection of individual collective funds, investment products, financial instruments or appropriate assets.

Trading Since

1998