About Us

“Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful”

Dr Samuel Johnson, Author 1709 – 1784

In an increasingly complex and demanding world, we believe it has never been more relevant that financial planning & advice is provided with ‘Integrity and Knowledge’ underpinned by robust systems and controls.  

Creating something ‘a little bit special’!

Since the very beginning our vision has been to create a firm recognised as being ‘a little bit special’ – one that stands out with our commitment to keep you, our client at the centre of everything we do.

15 years on, we’re proud of our achievements and the focus is still as sharp as ever!

Now recognised as an award winning firm, we have a highly experienced team of 8 advisers and 2 trainee advisers with expertise covering all areas of financial planning.

Our advisers are supported by 10 members of staff to ensure a quality service is provided to all our clients.

Every individual client is unique and so we pride ourselves on taking the time to understand your needs and tailoring our approach, as well as financial, investment and service solutions to match your needs and wants

When accepting an appointment to act on your behalf we accept the responsibility that goes with it to make you aware of any potential risks that may exist within your financial affairs.  It is the management of our clients’ risks that has inspired our website & Riskograph – we hope you find it helpful!

Please be aware:

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Get in touch 0151 328 5678

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