'Creating tailored individual financial solutions'

About Us

We are a firm of Independent Financial Advisers looking after clients in the south west, originally based in Clevedon in Somerset. The company provides advice to both individuals and companies throughout the UK on all aspects of financial planning. We take pride in fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.

As 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 reviewing existing plans, we have the expertise in finding the most suitable solution for our clients’ needs. We provide advice and help following a 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 and detailed discussion.

Following our initial meeting, we will take time to consider your situation, needs and priorities. We will then prepare in writing a detailed financial report. We will discuss this face to face (subject to the current restrictions) in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

We are a fee based company. Our fee for work to be carried is agreed at the outset. To allow this the first meeting is conducted at our expense. Introducing a fee structure has enabled us to offer impartial unbiased advice to our clients with no conflict of interest. However if a product provider pays us a commission on older plans, this can be rebated, refunded to the client or can be used to offset our fee.

Meet the team