Based in Surrey, we are a specialist provider of independent insurance and financial advisory services to individuals and businesses. Founded in 1979, we have a long history of helping clients to create, enhance and protect their wealth, ensuring their future and family are taken care of. Our service is underpinned by our three core values: honesty, integrity and service excellence. We employ a highly qualified and experienced team who use their diverse skills to deliver a professional, caring and proactive service. Our consultants are committed to providing the highest quality advice, irrespective of client size or complexity, and pride themselves on our exceptionally high retention rates. As an independent firm, our advice is unbiased and we are able to source solutions from across the market. Through education we empower clients, giving them back control so they can make decisions about their finances with complete clarity.