Who are we?

We are one of the largest firms of Independent Financial Advisers in the South West which is privately owned and not part of a large Institutional Group.  As such our independence is never compromised by a parent Company and we are committed to maintaining this genuine independence.  Our Company was founded in 1999 and now employs 14 staff in our Bridgwater Head Office.  In conjunction with our business partners we also have Offices available in London, Bath, Bristol and Weston-Super-Mare.

At the core of our business there are four principles that drive how we position ourselves within our Industry and that we feel stand us apart from others. These principles apply to all those we work with including clients, staff, business partners and regulators:-

1. To act with the greatest integrity in all our dealings
2. To communicate in an open, clear and straightforward way
3. To embrace technology in support of an efficient business
4. To promote professionalism within our business and the Financial Services Industry

We have invested not only in our staff but also in systems that we believe enhance efficiency and ensure we can deliver the very best advisory service at a competitive price.