Meet our team

Our financial advisers have decades of experience and have joined us from some of the biggest and most highly reputed UK and global firms, including St James’s Place. They have advised clients ranging from individuals and SMEs to FTSE 100 companies, and take pride in developing tailored advice to suit each client’s individual circumstances. Our advisers are backed up by our experienced client services team, who support them with all aspects involved in the preparation and provision of regulated financial advice.

Meet our team
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HOW WE CAN HELP

What you can expect.

Our simple, four-stage advice process is clear and straightforward. We offer a bespoke service that takes into account your individual retirement goals and how you want to invest your money.

To find out about our advice process and how we develop your bespoke pension plan, click the button below.

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    Accreditations

    Who we’re trusted by