Founded over 30 years ago, the majority of our Associates and staff have been with the Company for over 10 years and some of the founding fathers remain with us today.

Our Head Office is based in Rickmansworth, with nearly 30 sales offices around the country, some maintained by the Company, others being maintained by individual Associates.

We are pleased to advise on all aspects of investments, protection, pensions, savings and mortgages and are happy to meet you in your home or at a convenient location.

Our Services

We have always understood the simple truth that each client is unique. There is no such thing as a standard solution. Each of us has our own requirements, our own level of acceptable risk and our own resources.

Our role is to help you to maximise your wealth without compromising your declared level of acceptable risk and to assist you in the achievement of your financial goals and aspirations.

That role is fulfilled through professional financial planning undertaken in the light of a comprehensive review of all aspects of your financial circumstances.

Tax efficient investments (such as bonds and ISAs) will balance your requirements for protection with your income and capital requirements. Experience, research and market monitoring play equal roles in our practical approach to investment. We know that successful investment is a fine balancing act between expected return and acceptable risk. Our prime concern is to safeguard your money, but it is also our responsibility to research and recommend those products which will best enable you to achieve your financial goals.

We can arrange mortgages with a wide variety of lenders on the best possible terms for your requirements. We can advise on personal and corporate pensions and life assurance plans. We can assist with planning for school fees, long term care or inheritance tax planning. We can arrange private medical insurance, permanent health insurance or critical illness cover.

All of our Associates are required to meet demanding regulatory standards and must be fully qualified to do so. Compulsory training sessions with rigorous competency requirements ensure that all of our Associates are able to keep up to date. Together with our long years of expertise, we insist that our clients are offered the highest level of service possible.

We have fiercely defended our independence for more than 30 years because we have always believed that this is the only way we can genuinely offer the impartial advice that our clients have come to expect and enjoy.
We have maintained consistently high standards of financial acumen, personal service and administrative efficiency. However, that efficiency has never been pursued to the detriment of our hard-earned reputation for careful, personal service.

Our first class administration, regular personal contact and expert product knowledge has been rewarded with continuing client loyalty. Many of our clients are the same children who we sought to provide financial security for 30 years ago. We are understandably proud of the record we have achieved over the past 30 years on behalf of our clients.