Why Us

As a firm of Independent Financial Advisers, we take our responsibilities very seriously and place your interests at the heart of the advice that we give. In addition, we can provide access to a Chartered Financial Planner.

Financial planning is more challenging than ever and we know that our clients value the trust, integrity and professionalism that we bring. We demonstrate our professional commitment to high standards of knowledge, capability and ethical practice.

Chartered titles are awarded by the Chartered Insurance Institute (CII) and remain today’s “gold standard” of excellence and integrity. In addition, we are members of the Personal Finance Society which is associated with the highest standards of professionalism. Through professional qualifications, a commitment to ongoing development and adherence to a respected code of ethics we can be relied upon to act in your interests, offering trusted financial advice.

Note: With over 93,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.