“Welcome and a sincere thank you for visiting"

We are an Independent firm of financial planners often referred to as independent financial advisers (IFA), Wealth Managers and Company Benefits Consultants.

Taking control of your finances means different things to different people. It could be you are about to go through a major life change or just want to make sure your money is working for you.

Now imagine if you could have a truly unbiased financial health check to ensure you are on track to meet your financial objectives? To be truly independent, the health check must come from a firm that is paid the same whatever the outcome and has access to the best solutions available. A regular review is also desirable to help ensure you reach your goals and objectives.

Bill, came to us wanting the most income available in retirement but soon realised what he really wanted a good holiday every year, protection for his wife should he pass away first and the ability to pay for his daughters weddings. He also had not budgeted for the effects of inflation or considered whether taking his tax free cash entitlement was a good or bad idea. To Bill his holidays, his wife and daughters are far more important than the annuities, ISA's, deposit accounts, tax savings and various plans we have set up. However, it's interesting to note that what Bill really wanted was a financial plan to meet his needs and objectives.

We are totally committed to providing the best impartial advice available to both private and commercial clients in Surrey and Central London. Our business is based on the sound principles of trust, integrity and the genuine desire to add value to our clients lives. Please see our guarantee.

Seeking help should always be easy, which is why you are more than welcome to visit our offices available in Epsom, Weybridge or London Mayfair. Alternatively, we are more than happy to visit you, either at home or your place of work.

What we can do for you and our guarantee

We guarantee not to take on your project unless we feel we can add value. This may be by way of reduced costs, tax mitigation, better planning, peace of mind or improved performance. If you feel we have not delivered on this promise (after advice has been provided but before the implementation of any plan) - we will not charge you a penny and instead you can pay what you feel is fair.

About you:

Our clients come from all walks of life but are typically senior executives, professionals, business owners or retirees. Most have been with us for many years or have been referred by an existing client.