About us

An independent financial planning firm based in East Molesey, Surrey, we provide unbiased and objective advice that protects and enhances our clients’ financial lives.

Clear financial guidance, tailored to you

We have been helping people navigate complex financial landscapes since 1993, and have worked with a varied range of situations and circumstances during that time. The one thing that has remained the same throughout, is our commitment to doing the very best for those who entrust their money to us. For us, financial advice isn’t about selling a product, but about finding a solution. We work in partnership with you to guide you towards your lifetime goals and aspirations, regularly reviewing and evolving your strategy to fit ever-changing lives. Most importantly, we ensure that all our recommendations are totally in our clients’ interests – not someone else’s. It’s impartial advice of the highest quality.


We’re committed to…

  • Providing independent, impartial advice that’s tailored to each situation
  • Building long-term relationships that are based on mutual respect
  • Always acting with our clients’ best interests at heart

Our business is built on honesty, integrity and excellent service