About Us
We are based in Romsey, Hampshire which is located just a few miles from the M27.
The company has always believed in the merits of being independent as this enables us to provide solutions that most closely match the needs of our clients. We believe in the merits of ongoing training, as this keeps us abreast of changes in legislation and new financial products. All our advisers are qualified to a minimum of the Advanced Financial Planning Certificate, and have at least 20 years industry experience.
Our aim is to establish an ongoing relationship with our clients, and to become their first point of contact whenever they have a financial matter on which they require advice. Over many years we have gained experience of clients at all stages of their business and personal lives. This breadth of experience means that we can genuinely claim to offer 'lifestyle' planning, and we often find that clients contact us as a sounding board on subjects that are not immediately related to financial matters.