We are located in the beautiful Canterbury University grounds. The Innovation Centre is modern and contemporary office with a welcoming and vibrant appeal.
Our aim is to provide a professional and friendly service delivered in a clear and transparent way.
As a small firm of three partners, we have male and female advisers with over thirty years experience between us. Financial planning comes first however each partner has a different area of expertise; examples include mortgages, business protection, retirement planning and wealth management.
We take a holistic approach to what we do and work with you to find suitable solutions.
Financial planning is at the heart of what we do for clients.
Areas in which we can add value include:-
Investment Review and Investment Management
Innovation Centre, University Road, Canterbury, CT2 7FG
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