Financial planning is all about personal service and making sure our clients are happy


Each client's specific wishes and circumstances, hopes and worries, areas of interest and things which make them 'glaze over' - are different. We always seek to treat our clients as individuals with the greatest of respect.

We like to take our time explaining our recommendations to ensure that clients are completely happy. Sometimes we involve the client's family or work with their professional advisers so that all relevant parties are fully informed.


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Further Testimonials

My husband died in an accident - Simon looked after me with such integrity Read More

Property investments, returning to the UK and developing an overall strategy to build wealth and security Read More

Helping us make decisions about early retirement and ongoing monitoring of our investments Read More

It's easy to forget to look after your own finances when you are busy running your own business..... Read More

Business owner getting control of his pension funds and improving returns Read More

Structuring our portfolio for retirement, inheritance tax planning then dealing with changes on my own Read More

Helping business clients grow their business, and build security for the future. Read More