Why choose us?
We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by entering our FCA registration number (439777) on the financial services register.
We are Chartered Financial Planners, which is our industry’s gold standard in terms of professional accreditations. We have held this title since 2014. We have also won or been shortlisted for numerous industry awards in recent years.
Our clients tell us we have excellent customer services skills. Over the years our company has primarily grown through word-of-mouth recommendations from satisfied clients and other professionals who have been impressed with our work.
Finally we have stood the test of time, having being established for decades.