In 2007 we were awarded New Model Adviser of the Year by Citywire, in recognition of the pro-active way in which we utilise the latest information technology to manage our clients' pension and investment requirements.

This technology and the various processes we employ mean that your portfolio is customised, to meet your specific needs and aspirations. We are committed to adding real value and continuously monitor all of your investments… as well as engaging with you by means of regular, open communication.

Our charge for this service is completely transparent. We are a 'fee only' adviser and simply charge 1% per annum of the value of your portfolio. This fee also covers the cost of our advice in connection with other important matters such as mortgages, re-mortgaging, or protecting your income and business assets.

We can also advise on issues that directly affect your dependants - such as school fees, life assurance and inheritance tax - as well as providing advice to your individual family members regarding their own particular requirements.

Please take a closer look at exactly what we do.