About the Business
Household names like the Prudential, Co-op, Axa and the Pearl are among the companies where we have all worked. Experience can't be bought i'm told! But it's something we have in abundance having staff with over 30 years in the industry all advisers have over 10 years experience so we feel we have the expertise and experience to deal with most things. Our previous employers gave us all fantastic training and grounding in financial services within these home service companies.
That business model no longer exists but its values are still fundamental to the way we deal with our clients today. We still deal with over 85% of our clients in their own home or place of work at a time to suit them. All clients receive their own secure web site where they can see the values of their investments in real time and store important personal documents. It also offers encrypted secure messaging between client and advisers.
Location & Hours
25 Morton Street
