You and your family, business and property have been our priority since this business was established in 1982.

Both life assurance and investment markets have changed dramatically in the intervening years, occasionally for the better.

Global and domestic legislation has given rise to new products together with seismic improvements for investor protection and more widespread professionalism amongst the shrinking number of businesses that remain.  A tiny proportion of IFA practices also qualify for Chartered status, voluntarily taking on additional responsibilities towards our clients in exchange for a title which represents the highest standards of professionalism.

Consistent investment in our people and technology ensured no break or diminution in service during the most recent pandemic, with home-working facilitated the same day that lockdown was announced and video-conferencing an integral part of our service proposition for those who find it more convenient or safer than face-to-face meetings.

Full independence has been maintained from all suppliers or other financial interests throughout these four decades to ensure our clients receive holistic advice which is centred exclusively upon their needs and goals, helping them to achieve the best outcomes that the global market has to offer.  And that is why we are justifiably Proud of our independence.

 

Latest News

Read Comments on Coronavirus & The Markets   Click the tab - About Us - Frank Talking

July 2021 - All back in the office

Read more >>