Originally founded in 1984, we have clients throughout the UK and have gained a reputation as being specialists in the bespoke pension solutions and investment worlds. We only take on a small number of new clients each year as we wish to continue to deliver an individual service with regular ongoing reviews and a transparent fee structure.

Our Approach

Firstly, we listen to what you have to say. Most clients come to us in the first place because a particular concern or issue is on their mind and this often leads, through discussion, to a full review of their financial planning circumstances. We have strong links with other local professionals such as Solicitors and Accountants and very much like to work in tandem with that kind of professional advice.

Over the years much of our work has been concentrated in the pre and post retirement planning market in the context of private pension plans in the form of Self-Invested Personal Pensions (SIPPs), insurance company based pension solutions, and Small-Self Administered Schemes for family owned businesses.

We also offer guidance and advice in the area of medium to long term investment planning with appropriate choices being very much driven by our clients concerns regarding risk, ethics, and time horizons.

We have many clients and they range from sophisticated professional investors to those with more modest funds and needs; we like to help whenever we can.

An initial meeting with you is free of any charge or obligation; we need to know if we can help, and importantly, work productively together. After that, should you choose to engage our services, it’s very much a case of what suits you best. It is rare for us to operate merely on a “transactional” basis meaning that most of our clients have established long term relationships with the firm going back many years. Indeed we now deal frequently with the grandchildren of those pioneer clients who used our services back in the 1980s.

> Our people