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.

Indeed our technical ability has too be recognised as we have earned through examination, chartered status; one of only 600 firms in the UK to achieve this.

We have recently moved the office back to Bath – but in the lovely village of Corston with plenty of car parking and fantastic views across the countryside into Bath. We have retained a rural setting, away from the stresses of the city and commuting, to allow us more time to focus on what helps to add real value for our clients.