About the Business
Established in 1982 to provide a personal financial planning service based on high levels of professionalism and integrity, our approach aims to ensure that your financial planning needs are understood, researched and presented in a way that provides you with complete peace of mind.
We prefer to provide advice after first meeting with you face to face, wherever possible, where we encourage open and friendly discussion in order to develop an appreciation of your current financial arrangements. Once we understand your aims and objectives we can work on the development of a solution to fit your needs. Solutions take into account independent market-wide research and advice from our contacts before we present you with a fully researched report.
Our reports are always proactive with innovative suggestions where appropriate. There is never any pressure and we encourage clients to challenge and question our advice at every stage.
Location & Hours
8 Prospect Place
