About
Family business
Personal finance can be a delicate topic.
With our 50 years of experience as a family-run business advising private clients, we understand that preserving what you have is just as important as building future assets and maintaining a sustainable income.
Clear and concise
We translate complex financial jargon so you can feel well-informed and empowered to make important decisions.
Personal
We like to keep things simple. We take time to understand you and your financial goals, tailoring our service to your specific needs.
With only a relatively small client base, we can get to know your finances inside and out, meaning you are treated like a person rather than a reference number.
Longevity
We enjoy building lasting relationships and many of those who joined decades ago have remained with us, often introducing their parents, siblings and children. We encourage clients to include the next generation in discussions, not only for continuity within the family, but also to build a sense of responsibility.
Since nearly all new clients come to us by word of mouth recommendation, we consider this to be one of the greatest endorsements of all.
Through the generations
Half of our clients have been with us for 20 years or more.