Originally established in North Oxfordshire, we moved into the City of Oxford in 1981 and began to specialise in the provision of Financial Advice to the Business Community.

The majority of our business comes to us via referrals from Professional connections such as Accountants and Solicitors.

Our Business now includes Appointed Representatives who are a firm of Accountants.

We are a wholly Independent company and as such are not restricted in any funds or investment products we may wish to use for our clients wealth management and financial planning purposes.

Moreover the company is privately owned and this means that we are not financially tied or obliged to any particular fund manager or produce provider.

We are independent and so can offer a Fee paying option to our clients thus avoiding what many see as a conflict of interest where commission is the main driver for placing business with particular providers.

As a wholly Independent Financial Adviser firm, we believe that we can offer you the highest quality of advice and service. We strive to develop long-term relationships with our clients based on trust and mutual understanding.

The advisers we employ are both experienced and highly qualified. We encourage all our employees to develop their technical knowledge through examinations and continuing professional development as we believe this produces a more professional service for our clients.