About us

  • We work with honesty and integrity to enable our clients to make informed decisions, confidently.
  • We work hard and are your professional financial advisers, but with a relaxed approach.
  • We strive to educate clients, never dictating but presenting all the facts.
  • It is our ambition that we do all of this to help you achieve your goals in life through good financial planning.

The most common areas I work in with my clients include: 

  • Investing to be financially secure in the future
  • Minimising the amount of tax they pay
  • Reducing potential inheritance tax bills
  • Consolidating and simplifying existing investments
  • We work with specialists within St. James's Place so can also offer expert advice in protection, mortgages, healthcare and care for the elderly. 

In 2020, the addition of Alastair to the business has balanced the great advice with sound operational support and is now ready to grow further. 

Based on the Surrey/Kent border, but also working out of our City office, we strive to offer our clients a bespoke service by focusing on your personal circumstances and goals; This comes through building a relationship based upon trust, great service and expertise.

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