About

The architects of good investment

We are experienced and well-qualified IFAs; professional, friendly and impartial. Firmly believing in the power of bespoke financial planning, we all share a desire to help our clients make the most of their money and enable them to make those important decisions in life with confidence.

With bases in Devon and Suffolk, we span the width of the country, offering fair and independent advice without bias.

Our team of expert advisers are supported by highly efficient administration teams in each office. As we are a company of a reasonable size, this gives you the reassurance that if something happens to your usual adviser, another member of the team can step in and provide the same service. It also means that as a group we benefit from considerable specialist knowledge, which can be shared across the team.

Within the company, two of our advisers hold Chartered status, awarded by the Chartered Insurance Institute, the CII and the Chartered Institute of Bankers, the CIB. One is also a Fellow in Financial Planning. These qualifications denote the highest levels in the profession and represent a commitment to professionalism, continuous development and ethical practice. In addition, the significant level of funds we have under management endorse our strong track record and financial stability.

So if you’re looking for an approachable and proficient team of advisers who will listen carefully to what you want to achieve with your finances, you have come to the right place.

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