We are a highly qualified team of independent financial advisers combining over 60 years’ experience giving professional financial and investment advice to individuals, businesses, and trustees. Our office is in Cobham, and our clients live mainly in London and the South East.
We offer impartial, holistic advice and action plans custom-made for each client. Our aim is to enable each client to make the most effective investment decisions and gain access to the best and most appropriate range of financial products for their needs. We have a well-established local client base and value long-term customer relationships. Numerous clients come to us through personal recommendations and remain with us for many years.
We are not tied to any single financial institution, giving us the freedom to create personalised financial solutions for each client, drawing from products from a range of different providers.
Our fees are straightforward, transparent, and agreed upfront in writing. We don’t believe in surprises.
As an independent financial adviser, our business is authorised and regulated by the Financial Conduct Authority (FCA).
We adhere to the strict Code of Ethics of our professional body, the Personal Finance Society, of which our advisers are members.
Our advisers have achieved the Chartered Financial Planner qualification.
More information about our services for businesses and private clients can be found throughout this website. If you would like to speak to one of us in person, please call 01932 867641, or send an email to firstname.lastname@example.org.
More information about our team and their individual areas of expertise can be found by clicking here.