The Grey House, 3 Broad Street, Stamford, CB1 9GEMake an enquiry
As independent financial advisers we advise across a wide range of services including investments, pensions, wealth management, protection and inheritance tax planning. We are committed to putting your needs at the heart of everything we do, developing long-term relationships and regularly reviewing your situation to ensure we adapt to change.
Holding Chartered Wealth Manager level qualifications from the Chartered Institute for Securities & Investments you can be sure that the advice you receive comes from the highest pedigree. The uppermost FCSI (Fellow) level of membership is also held and this has been earned through a combination of professional qualifications and a personal commitment to high standards of competence and integrity.
Whether you are a business, trustee, charity or private client you can trust our years of experience in providing prudent financial advice and will help you to organise your financial affairs to achieve your desired outcomes. Our mission is to help you make the most of your financial planning opportunities by providing first-class advice and we welcome the opportunity to speak with you to see how we can help.
We typically look after people in and around Stamford, Cambridge and London however we have clients throughout the UK.
As highly qualified financial advisers with many years experience providing independent financial advice we understand what is important to clients as they put their trust in us to safeguard their financial futures. We are extremely proud of our service standards and aim to treat you fairly in all our dealings ensuring you fully understand all benefits, risks and associated costs for any of our recommendations.
We specialise in providing bespoke financial advice and planning in the following areas:
Inheritance Tax Planning
Employee benefits & pension packages
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