We are an independent, limited company
and both directors are fully qualified financial advisers with over 40
years experience between them.
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 advisors 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.