We have been looking after some clients on an ongoing basis for almost 40 years. Many are individuals or families, but we also work for a number of family trusts and small companies. There are four reasons why we have survived and grown, when so many other firms have disappeared, we give the best advice through changing times, we've maintained our independence, we've never grown too big and we're frank about fees.
We offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.