Founded in 2007, we are an independent business providing wealth management services for private clients and benefits consulting for companies.
were founded with two core beliefs, that professionalism in the world of financial wealth planning could be improved, and that personal service could be done better.
In line with those beliefs, we created our own in-house investment management service in 2011, providing our clients with a fully integrated wealth management proposition.
As a company we have CII corporate chartered status.
Our people come from a variety of backgrounds and have diverse professional skills, but regardless of a person’s particular area of expertise, the one thing we all have in common is a belief in providing the best possible personal service and doing the right thing for our clients.
To find out about some of our key people, please click below.
We believe in the power of the long-term relationship born out of a personable, diligent and attentive one-to-one service.
We offer an integrated wealth planning and investment management service, meaning our clients know not only where their money is invested, but also the investment manager looking after it.
Our independence means we are not tied to investment providers. We’re free to offer appropriate, impartial and objective advice.
We’re proud that our clients are happy to show their support for what we do for them. Read about their lives and their Connor Broadley experiences.