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Key Facts2018-01-19T14:46:14+00:00

Key Facts

  • Started in 1986

  • 100% Owned by active staff

  • Recognised as a Top 100 Financial Planning Firm (ranked 7th largest) from over 5,000 firms*

  • Personal Finance Society Corporate Chartered Financial Planner status (under 10% of firms)**

  • Over 50% of regulated staff are Chartered, over 3 times industry average, with most also being Fellows**

  • Integrated in-house services to meet your needs, including wealth management, pension transfers, retirement planning, tax, mortgages and employee benefits

  • Established relationships with expert strategic partners (top accountancy firms, private client lawyers, trust companies)

  • Providing a named key relationship team supported by dedicated market analysts, investment managers and our compliance and risk team

  • c. £1 billion of assets under advice – double digit compound growth, more than doubling since 2013

  • Independent Financial Advisers able to provide impartial, unrestricted advice that considers every relevant financial product

  • £3m Balance sheet (£2.5m cash) , consistently profitable***

  • Core model portfolios regularly outperform peer group benchmarks (ARC ****)

  • Manage funds held both in the UK and offshore

  • Virtually all our work comes from personal recommendation (over 200 referrals per annum)

  • High touch service, 2500+ face to face client meetings last year

  • Exceptional continuity of staff, more than 30 with over 10 years service

*       Source New Model Advisor 2016
**     Source Personal Finance Society 2017
***   2016/2017 accounts
**** Asset Risk Consultants (“ARC”) provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers

  • In Association with PCGB

    We are immensely proud to be working together with the Porsche Club of Great Britain (PCGB) as its Official Partner for the provision of Wealth Management Services to Club Members. Find out more