The company was established in 1975, is Director controlled and owned and is wholly independent of all financial institutions. We advise private individuals, business owners, entrepreneurs and trustees, totalling around £800 million of assets. Our award-winning team of experienced advisors includes 8 plain-talking practitioners, supported by 4 tax, trust and pension specialists who are in turn supported by 26 dedicated support staff. We are authorised and regulated by Financial Services Authority.
The company was established in 1975, is Director controlled and owned and is wholly independent of all financial institutions. We advise private individuals, business owners, entrepreneurs and trustees, totalling around £800 million of assets. Our award-winning team of experienced advisors includes 8 plain-talking practitioners, supported by 4 tax, trust and pension specialists who are in turn supported by 26 dedicated support staff. We are authorised and regulated by Financial Services Authority.