Experience & Strengths

"A man who carries a cat by the tail learns something he can learn in no other way"

- Mark Twain (1835-1910)

Our strength is our experience.

As Chartered Financial Planners ourselves, and more years working in the financial services industry than we care to mention, we have both technical knowledge and valuable experience.

This means we are well equipped to deal with your immediate concerns but also identify ones you may not have considered.

We have had significant involvement with firms going through the FCA's business risk awareness initiative, with great results, and can help you with this process and the implementation of their recommendations.