We are an experienced team based in Godalming, Surrey with offices in Kent and London and clients located throughout the UK. We offer high quality, jargon free independent advice including pensions, investments, mortgages, life assurance and general taxation planning to individuals, companies and trusts.
Our team of advisers are highly qualified and some are specialists with additional qualifications in pensions, long term care and equity release mortgages.
Our focus is on building long term relationships with our clients and their professional advisers. We pride ourselves that many of our clients have been with our advisers for over 20 years.
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan to help you reach your financial goals. We offer an ongoing review service to ensure that your financial plan remains on track.