We are an independent, limited company and both directors are fully qualified financial advisers with over 40 years experience between them. In addition our two other advisers have some 50 years experience between them in the financial world incorporating tax planning, complex pension cases and investments generally.
We have always been based in Sale where many of our team live, but our 800 clients are spread throughout the UK and in many overseas countries. Whilst the majority of those clients require little attention on a day-to-day basis, we have a core group of some 400 by whom we are regularly called upon to provide advice.
All our firm's clients are referred to us by other professional advisers or by existing clients. In addition to Individual Clients, we also advise Companies, Trustees, Charities and Pension Funds.
We endeavour to offer a personal service which is as comprehensive as the needs of each client dictate.
Our Financial Planning and Investment Services are purely Advisory. We do not offer a Discretionary Management Service.
