About us

Since the 1970s, we have helped a great number of businesses and individuals. We adopted our fee-based approach following a survey which showed that the majority of consumers distrusted the commission culture which persists in financial services (Not surprising after so many mis-selling scandals!).

“There are worse things in life than death. Have you ever spent an evening with an insurance salesman?”  Woody Allen

You, as a client, are our sole concern. Nobody else pays us so we have no axe to grind!

We listen to you, establishing where you currently stand financially and where you want to get to. Your shortfalls are then quantified and a report produced to show you the best way of achieving your goals, ie. what to do, why, how to do it and when.

We do not give specific investment advice, ie. which companies’ products or funds to use, because we would then be looking at commission which we refuse to do as we feel it would compromise your best interests.

However, nothing is ever accomplished without action. Over to you then!

“People who are unable to motivate themselves must be content with mediocrity, no matter how impressive their other talents”
Andrew Carnegie