We are independent financial advisers (IFAs), our offices located in Worcester and Lymington. From these two locations we service our long-standing clients around the UK.

Originally limited to members of the medical and dental professions, we have since 1977 provided financial advice and guidance by employing what we believe to be a fresh and straightforward approach to Wealth Management. Over time our client base has expanded and now we advise a diverse range of professions and members of the general public. Our client’s investments and pensions are administered under one roof and under which we employ our extensive experience and knowledge to help individuals and companies achieve their financial goals and objectives.

With a reputation built over many years, we pride ourselves in being able to convey our views and recommendations in a friendly and professional manner.

If you want the confidence of knowing that your financial bases are covered and that in an ever-changing financial world someone is personally looking out for your interests, then contact us.