About Us

Borne in 1998 out of a passion for delivering quality, independent financial advice, over the years we have grown and evolved but remained ever-true to our core philosophy. Our business aim is to provide our clients with valued financial ‘advice for life’.

Our Philosophy

Integrity, communication, technology and professionalism are the cornerstones of what we do.

Meet The Team

We have some of the most highly qualified staff within the financial services industry.

A Bright Future

Our partnerships and alliances with industry leaders enable us to provide tangible benefits to our clients.

We are with you for the whole journey, and our advice is framed in the context of you enjoying your life; securing your finances and peace of mind, and achieving your goals.

We are a small, friendly and caring business, and we pride ourselves on recruiting, investing in and supporting the very best people we can. In turn, they choose to stay with us long term, enriching us with a strong team ethic and collaborative approach to everything we do.

Whilst our roots are firmly in the south west, we are delighted to offer our clients the best of both worlds, with a London office to compliment our Bridgwater Headquarters and offices in Bath.    

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