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

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What We Stand For

Clients say that we ‘stand out’ for providing closer personal relationships, and so when it comes to managing money, we deliver what’s expected, with no nasty surprises.

Consistency in all Conditions

Our goal is to provide consistent ‘All Weather’ Financial Advice and positive returns for our clients, in all market conditions.

Steady and Stable Growth

This means we try to protect and grow wealth in a steady and stable fashion, protecting our clients from the panic and stress that come with market crashes.


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:
Adviser Firm of
the Year South East
2020 – 2023
Profesional Adviser Awards 2021
Best Client
Engagement
2021
NMA Top 100 Award 2022
Top 100
Firm
2019 – 2022

Professional Adviser – Adviser Firm of the Year Award Finalist: 2020, 2021, 2022 and 2023
CityWire New Model Adviser Top 100 Award 2019, 2020, 2021 and 2022

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

Awards and Profile

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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.

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