About us

Our story

Having been established for over 70 years, we are used to providing financial advice to individuals that makes a real difference. We have a wealth of knowledge that we can apply to any situation which our clients can take into their lives knowing that their finances are being well looked after.

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Our philosophy

Our ethos is about hard work, believing in each other, and making our advice accessible.

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How we work

We work for your needs and will tailor our approach to your specific situation.

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Meet the team

Say hello to our team of financial professionals and find out what makes them tick.

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Chartered Financial Planners

We’ve been recognised within the financial services industry via our chartered status.

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Our fees

Detailed information on how our fees work for you.

"We have been most satisfied with the excellent results and the personal service we have received."

 Bourne End, Berkshire