Our Company

We are a firm of Independent financial advisers based in Kent, UK. Taking the appropriate financial advice can not only make you money, it can indeed save you money, protect the things you value in life and prepare you for unknown events that the future may hold.
Having accrued 33 years’ experience in the financial services industry it is our feeling that by improving our standards of knowledge it enables us to provide the most creative solutions which are sensitive to clients existing arrangements and overall financial objectives.

We appreciate that financial advice is a sensitive and important area and the best results are achieved with a high level of understanding in respect of our clients' objectives and aspirations founded on a long standing, trusting relationship.

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be 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 have three key objectives. To maximise clients profit, minimise their tax and protect what is important to them.

We provide advice and help following a personal / business financial review. Usually a review will start with a very broad discussion of your aims, objectives and aspirations, before moving on to a thorough financial review of how your existing arrangements are contributing to your financial goals and what need to be done to work towards them.

Our charges can be structured in several ways. Examples of how we charge for our services can be found in the ‘Important Information about our Services’ document.