We believe that clients are best served by a wholly independent business. By retaining autonomy and control, we are able to advise and tailor solutions, bringing real value and benefits to our clients and associates.

Our collective qualifications and experience enable us to provide a full range of financial and investment services including Discretionary Portfolio Management. We also hold Permission to conduct business in most countries throughout the EU. Whilst many clients choose to meet at our offices, we are able to visit clients in their own homes or place of work.

The Company was founded in 1991 by Derrick Laver. He leads a highly qualified team that believes the furtherance of knowledge and attainment of qualification in the financial world is a vital process. The Company is proud to have amongst its staff, Paul Edgar, who is one of the most highly qualified advisers in the UK, being a Chartered Financial Planner and Fellow of the Personal Finance Society.  Paul has been with the Company since 1997.