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

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.
Book a Call


We are very proud to have been awarded these prestigious awards: