Core Services

We are a wealth management and financial planning practice covering private clients in London and the south of England through our offices in the City of London and Witney in Oxfordshire.

We believe that financial planning is an ongoing process so we develop long-term relationships with our clients in order to have an in-depth knowledge of them and their circumstances. This allows us to provide the best possible service to them in the following way:

  • We are an independent company with no external shareholders outside of the founders and their immediate families.
  • We are able to use products within your financial planning from any provider, the regulatory definition of ‘Independent’ i.e. we are Independent Financial Advisers.
  • We believe that the best advice comes from the most highly qualified advisers, our commitment to which is shown by the firm having achieved Chartered status.
  • As we believe that being experts in our own field maximises outcomes for clients, equally we believe that working with experts in other fields is a necessary requirement for true holistic planning, so we will incorporate advice from solicitors and accountants where necessary.