Originally a small department established in 1991 within Thornton Springer Chartered Accountants we have grown significantly and by 2006 we were established as a separate Limited Liability Partnership.
In 2011 we were awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute, a mark of professionalism and commitment to customer excellence.
Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.
We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning. Our clients include individuals as well as businesses of all sizes.
All our advisers are fully qualified, and also hold certain specialist qualifications so that collectively we can cater for a wide range of financial planning needs.