We specialise in working with three groups of people:

1. Business owners
2. Senior Executives
3. People near retirement

That focus and expertise gives us an intimate knowledge of the things which affect our client’s financial affairs.

We are proud to be Chartered Financial Planners. This accreditation sets us apart from our peers and is considered to be the 'gold standard' of financial planning, holding us to a code of ethics we are happy to adhere to.

Only a small percentage of our peers have achieved this status, which is the gold standard for financial planning firms. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff, who are prepared to commitment to continuing development and adhering to a Code of Ethics.

Based in Leicester, two minutes from the M1, our team of 45 people are all focused on ensuring our clients achieve their financial goals.

Over the past 30 years, our clients have trusted us to look after over £750 million; that’s a vote of confidence of which we are very proud.

As you can see, we are larger than the average firm of advisers. This means we have the infrastructure to deliver truly compelling levels of client service and satisfaction.

But, as our client testimonials show, our size doesn’t stop us delivering adviser with the personal touch.

We like to think that’s the best of both worlds.