With collectively 30 years’ experience in financial services, our qualified Directors, Alex Pegley and Chris Moseley, work closely with clients, providing the very best in tailored advice to suit your specific short, medium and long-term goals.
Alex is a Chartered Financial Planner and a regular contributor to both national and financial press, including The Independent and BBC Radio Solent. As a qualified Financial Planner, Chris and has worked in financial services for over a decade, gaining extensive technical knowledge, client familiarity and industry experience.
We advise our clients on all aspects of wealth management, but have developed a particular reputation as Inheritance Tax, investment strategy and retirement planning specialists. Our team of highly qualified specialists keep abreast of markets, trends and changes to taxation and legislation to ensure we can give you the best advice at the right time.
4a The Horsefair, Romsey, Hampshire, SO51 8EZ
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