About Us...
We are a firm of independent financial advisers Established in 1982, originally in Malvern, now based in Worcester. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
We are fee based advisers ensuring that our recommendations can not be influenced by commission. We will however offset any commission payable against our fee charges where this is more advantageous to you than enhancing the product terms. The structure of remuneration will be agreed with you in advance in a clear and transparent manner.
Meet the Team
How to Find Us