We are a firm of professional financial planners and wealth managers whose aim is to provide our clients with high quality advice on all money related matters and to build long-standing relationships. We are focused on service, mindful of costs and like to keep things as simple as possible. There are two key aspects to our services – financial planning and investment management - and we provide both on an ongoing basis for a single charge. Financial planning focuses on designing and implementing a financial plan, taking account of your current financial position and objectives. Investment management concerns the on-going management of your assets, using our technical knowledge of investments and tax planning to ensure your assets are working as hard as they can for you and remain on course to meet your investment goals.