About Us
Established back in 1991 as part of the Accountancy practice of the same name we are a firm of Independent Financial Advisers based in South East London, but serving clients throughout the UK and abroad.
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 small businesses.
All our advisers are fully qualified, and also hold certain specialist qualifications so that between us we can cater for a wide range of financial planning needs.
daily quote
“When you cannot make up your mind which of two evenly balanced courses of action you should take - choose the bolder. (William Joseph Slim)”