What Clients Say

“Thank you for all the help and advice over the last 30 something years! Talking today you realise what an important role you’ve had with some of the major decisions that Hazel and I have had to make… and it’s turned out pretty well!!”


Nigel Pickard 02/03/2023

“The service, understanding by you, and your team is excellent, and cannot be faulted.
I am delighted to be one of your clients over many years.”


John Sellens 22/04/2022


More Client Videos

Good wealth management is not about chasing returns, it’s about protecting your money
That’s why ‘protecting your downside’ is the most important factor in giving you reassurance and creating ‘Financial Happiness’.
This and other insights, successfully helped our clients navigate the 2008/09 and 2020 crisis, benefiting from reassurance and stability… that we don’t just follow the herd, and that we have a passion for making a difference.



Closer Personal Relationships Provide Better Money Management

Client ‘Thank You’ Day, Cream Tea and Croquet – Danesfield House 12th July 2023

Danesfield House Event

We help our clients as we would members of our own family

This means that our Independent Financial Advice service in Beaconsfield & London is bespoke to you, and delivered in such a way, as we would want to be treated ourselves.
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We are very proud to have been awarded these prestigious awards:
Professional Adviser Award Winner 2024

Adviser Firm of
the Year South East

Profesional Adviser Awards 2021

Best Client

Top 100
2019 – 2024

Professional Adviser – Adviser Firm of the Year Award Finalist: 2020, 2021, 2022, 2023 and Winner: 2024
New Model Adviser Top 100 Award 2019, 2020, 2021, 2022, 2023 and 2024 (Top 5)

The awards recognise prominent leaders and outstanding achievements in the UK financial advice community.


Financial Vulnerability Taskforce logoWe our proud supporters of the Financial Vulnerability Task Force Charter 9 statements that we are committed to supporting, to ensure we deal compassionately and effectively with those in vulnerable circumstances.