Why choose us


Our team has over 100 years' collective experience; we’ve helped clients steer through the good and the bad times.

A relationship built on trust

The long-term relationships we build with our clients mean we truly understand what’s important to you.

Face-to-face advice

We passionately believe in the benefits of financial advice, meeting at a place and time that’s convenient to you.

A dedicated support team

Our advisers are assisted by a knowledgeable support team, who are always available on the end of a phone.

Advice you can rely on

We aim to remove financial stress and worry while helping identify and achieve your financial objectives.

Your money is in safe hands

Our investment approach, coupled with regular updates, mean you always know exactly where you stand.

What our clients have to say

Request a callback

If you would like to speak to one of our advisers please get in touch by calling us on 01423 870731, alternatively complete the form below and we will call you back.