The Company has its roots in accountancy when, in 1993, Elaine Birch FPFS headed the financial planning services for BDO Stoy Hayward formerly Lyon Pilcher. We are extremely appreciative that many clients are still with us since those early days.
We are proud to be a family business & believe in sustainable business practices.
We are unique, so is our advice.
Whether you are planning for retirement, in retirement, running a family business or operating as a professional or trustee call us for a free initial consultation.
When we have agreed what services you require we will: Work with you to develop your unique financial plan. Carefully structure your plan to achieve your goals.
Evaluate your existing financial products to give substance to your plan.
Select new financial plans as required .
Liaise with your other professional providers to bring your plan to life.
Take time to help you understand and adjust your plan.
Salt Mill Barn, Old Salisbury Lane, Romsey, SO51 0GD
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