We provide expert, impartial advice to individuals and businesses, with emphasis on the highest professional standards. We do not ‘sell’ financial products but offer solutions whether or not financial products are required. We work on a cost-effective fee-basis to ensure unbiased advice with minimal cost to the client.

We specialise in investments and portfolio management, and investment planning for those nearing retirement. By working closely with both the client and the investment managers concerned, we ensure that the client’s requirements are met and a satisfactory outcome is achieved.

Following our first meeting which is free of charge, we normally charge an hourly rate and give an estimate of cost which is first agreed with the client. In the event of pensions or investments being placed which pay commission, we either rebate the commission or use this to offset the fee.

Please click on the link 'about us' for more details of our philosophy and how we work.

Please click on the link 'services' for assistance in evaluating your situation and how we might be able to help you.