Why is our Independence so important?


  • We believe it is important to take a holistic approach to financial planning.
  • We work on behalf of our clients, effectively walking alongside them to ensure their plans are correct.
  • We construct truly bespoke portfolios in line with what’s best for our clients.
  • We are not tied to any life companies, investment houses or platform providers.

Our services


  • Risk analysis
  • Tax planning (including IHT)
  • Retirement planning
  • Portfolio construction & overhaul
  • Regular reviews & portfolio rebalancing
  • Offshore investment
  • Lump sum investment specialists
  • Charity, trustee & corporate investment


Our service enables us to construct truly bespoke portfolios in-line with what’s best for you taking into account your goals and aspirations and your wider existing financial plans.




Follow our blog


Our blog covers topical financial planning issues & wealth management issues.


Financial planning & wealth management are serious subjects that require individual advice, however sometimes we may feel it appropriate to introduce some humour. We trust that you will take this in the spirit that it is intended.


Read the latest stories in our blog 

Contact us


Contact us by phone, email, post or in person to find out how we can help you with all aspects of your financial planning.


We are experts in wealth management for both UK residents and those now living overseas.


Contact us today 



"Altogether your help and advice has been first class."


"A great balance of the truly personal service, balanced with the need to comply with regulatory constraints."


Read more testimonials