Our services

We offer a fee-based comprehensive financial planning service aimed at helping clients achieve and maintain their desired lifestyle.  An initial meeting at our offices is available without charge.  The purpose of such a meeting is to enable us to give you a clear understanding of the service we provide and to help you decide whether or not we would be the right firm to advise you on financial planning and investment matters over the years ahead.

Our Client Profiles

Most clients are company directors, members of the professions or private investors. Although many are entrepreneurs, some are very cautious investors. Among the professions the largest cohort are Chartered Accountants.

Most of our clients plan to be financially independent and want their families to be secure in the event of their death or disablement. They want to minimise their tax liabilities and have a good standard of living with a strong capital base, high income and sufficient time to enjoy the fruits of their labour