About Us

You know we are a firm of Independent Financial Advisers. We have been in business for over 10 years growing steadily and consistently by putting the needs of our clients first.

We have:

- 9 advisers - 8 of whom have been with us for more than 5 years

- 11 people in technical support working closely with our clients

- 13 support staff working in compliance, finance, business administration and client management.

- close ties with the rural market via our link with the Country Land & Business Association.

- more than £300 million of funds under management for a diverse range of clients including professionals and business owners and those who are lucky enough to have retired.