About Us

The business started in early 1993 so it is over 24 years old this year and I have been over 34 years in this fantastic industry after starting in May 1983 with one of the traditional mutual life offices. Our aim is to treat our clients as our friends… that means going the extra mile to make every pound you work for, work for you.

The marketplace journal, Financial Adviser scored us 19/20 for our client handling services and granted us their prestigious five star award for knowledge of the financial services industry back in 1997.

Followed by Runner Up in The Scotsman newspaper’s Independent Financial Adviser of the Year awards in 2006.


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Our Team

Running a financial services firm is enjoyable and comes with it all the pressures one can imagine. However, it lets you meet individuals from all walks of life,

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