You are using an outdated browser. Upgrade your browser today for a better experience of this site and many others.
Call us: 01604 718866 LOGIN
In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.
We make use of our wide range of professional contacts to ensure you have a suitable independent adviser who will provide you with impartial advice in areas such as:
If you would like more information or would like to speak to us direct then call us on 01604 718866. Or if you would prefer, ask us a question online.
This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
Initial meetings are free of charge and totally without obligation
These are unprecedented times with the “goalposts” changing every day. We are trying to continue to provide our clients with a first-class service but with many of our team working from home, this coupled with the need to stop non- essential contact and all unnecessary travel means certain changes are inevitable.
We request people don’t come into the office unless necessary (dropping off and collecting records etc is still ok). Please contact us (phone/email) before arriving so that we can ensure the office is open. Client meetings will need to be rescheduled to video calls or phone calls. Whilst PHM phones will still be manned it would be a help if clients emailed with a query or just to ask someone to call back.
We sincerely hope that none of the above creates a problem for you.