We are located centrally in the East Midlands in the County of Rutland. We provide independent financial advice and a wealth management service. We are ideally positioned with good communication links to serve professionals throughout England and Wales. Serving the General Public and Businesses. We provide them with a quality service. This service is built upon and maintained upon our 4C system of being: caring, providing counsel, committed to best practices and being constant in delivery:

Caring

We undertake to deal with you in a fair and transparent manner with work undertaken documented and agreed to in advance, including the cost that will be incurred by using our service(s) paid by agreed fee or commission.

Counsel

We undertake to keep our clients actively informed in a timely fashion of the performance of their portfolio and their other financial holdings via personal visits, telephone calls, emails, quarterly newsletters and periodic reviews.

Committed

We are committed to delivering a superior service by investing in the latest technology and by undertaking a constant program of continuous professional development while actively seeking suitably qualified professionals to join the Firm who can add value to our client service offering.

Constant

We agree to meet with and facilitate our client wishes at agreed regular intervals while being sensitive to their emotional, psychological, social and family pressures that they face along with their family members when making financial decisions.

To determine which service is right for you click on the links to the left of the page for a general introduction to each category.

If you cannot find what you are looking for ring 0800 783 1266 or email Cathy our business office manager who will be pleased to assist you with your enquiry.

"NO INVESTMENT DECISION SHOULD BE TAKEN BASED ON THE CONTENT OF THIS SITE. ALWAYS TAKE FULL INDIVIDUAL ADVICE FIRST. THE REGULATIONS GOVERNING TAX RATES AND INVESTMENTS MAY CHANGE IN THE FUTURE"