About Us

Authorised and directly regulated by the Financial Services Authority we have been advising private clients and small businesses since 1983. We have grown solely by recommendations and have retained many of the clients who started with us more than 20 years ago. Most have since referred family, friends and associates, which we like to think says a lot for the quality of our work and our commitment to building long-term relationships.

Originally based in Bath we have opened an office in Devon to work in pleasant surroundings, just on the edge of Exmoor and within easy reach of where the majority of our clients live and work. Being in this environment, away from the stresses of the city and commuting, allows us more time for research and planning so as to add real value for our clients.