Independent Financial Advisers and Investment Managers - since 1991

Attentive, Responsive and Personal:
these are the foundations that underpin
our business.

How we work with each client will be different. Fundamental to everything we do is to ensure that we give you consistent, professional advice when it is needed.

We offer a truly holistic approach to each client’s situation. By remaining wholly independent we are able to model our solutions, bringing real value and benefit to each individual.

Our reputation has been built on giving advice you can trust, for you, your family and your business. At the heart of our relationship with you is our dedication to the values of traditional, personal client service – to be accountable and approachable at all times.

Why are we different?

Over the years as our clients' assets have grown we identified the need to develop a more sophisticated method of managing investments. With this in mind, in 2008 we became authorised by the FSA as Discretionary Investment Managers. Having the permission is one thing, using it effectively in the investment arena is another matter altogether.

To make best use of our expertise and flair we designed Apex and Reflex, our branded Investment Management Services. The recent turmoil in investment markets has shown the real value of being able to manage our clients' assets on a discretionary basis. Having the ability to actively monitor and switch funds has allowed us to navigate a path through the uncertainty.

What does this mean for you?

Apex and Reflex enables us to proactively manage your investments on a day to day basis behind the scenes. You can be assured your investments are well looked after, managed with professionalism and care, allowing you the time to get on with life.

We understand the importance of being readily contactable especially when many large organisations are moving to faceless automated call centres. You will always receive a warm welcome and friendly, yet professional approach when you contact us.