What makes our advice different?


The financial world has changed enormously in the last thirty years. Stock markets have soared and crashed, governments and their grand strategies have come and gone and the internet has changed personal finance forever.


In all this time however, one thing has not changed – the reasons people invest. Most people want to use their savings to generate an income either now or in the future. Others want their money to grow so they can pass it on to their family or to provide financial security when their working days are over. The goals have not changed, it is the means of getting there that changes from person to person.


As the world has changed, so we have adapted but, since opening for business in 1983, one thing has remained constant. We have never lost sight of the fact that our clients have their individual goals and aspirations and our role is to act as a guide, helping them achieve their objectives, steering them down the right paths, balancing risk and return and tempering expectations with reality.


Our clients range from small investors who are looking to invest their annual ISA allowance, to clients with up to £500,000 and beyond. So, whether you are investing for the first time or would like advice on an existing portfolio, we can help.


If you are interested in ethical or socially responsible investments please take the time to look at our dedicated ethical investment page.


Image Courtesy of ddpavumba /

The value of investments and the income from them can fall as well as rise and past performance is not a guide to future performance