About Us

Straightforward, Honest and Professional Advice

Our aim is to help clients solve problems, create and retain capital, produce income where required, and achieve their objectives. Nobody can predict the future which is why there is a lifetime need for ongoing financial planning. We are committed to long term relationships that are personal, bespoke and flexible.

This business was started in 1979 and we now have clients all over the UK but predominantly in London and the South and East of England. Our background is entirely independent and we have never had an affiliation to any product provider.

We plan to give a broadly based and in depth service at a highly personal and confidential level to individuals, privately owned businesses, the Professions and their clients.


Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: