We are proud of our approach to helping clients and never forget that you have entrusted us with your financial needs.
We truly believe our team is our biggest asset, and we are all dedicated to providing the highest level of care to all our customers.
With a focus on helping our clients its great to hear we have made a difference, See what they say about our service.
We are proud of the accolades we have achieved with our commitment to high standards and quality service.
Over the past few years we have purchased a number of companies throughout the South East and now serve in excess of 25,000 clients.
We are one of the few firms in the South East to hold Chartered Financial Planning and Discretionary Investment Management status, our financial advisers and investment managers are regularly quoted in the Press and have appeared on television and radio.
In May 2008, we obtained permission from the FCA to operate on a Discretionary Investment Management basis. This meant an increase in our capital requirements, but we believe this service brings additional care, benefit and value to our clients.