Dexterity

I began work as an IFA in 1989.  The work I enjoy most is helping people clear their confusion about money, and their fear of error.  Much like a GP takes pleasure in patients self-managing their own long-term medical health, I celebrate clients becoming confident to self-manage their own portfolio of investments.  I own the company and have an administrator colleague, Philip. 

Our desire is to be clear, fair and consistent; so you'll see in us accountability for everything we do, say, don't do, and don't say.  You'll find us transparent and precise about our fees, and you'll always be in-control of both your money.