PLANNING TODAY TO ACHIEVE YOUR TOMORROW
EXPERT FINANCIAL ADVICE SINCE 1978
We are a family-run business with a 45-year history and a firm belief in treating our clients like part of the family.
LONG TERM PLANNING
"Richard looks at the big picture and thinks long-term. He ensures that our investments are handled according to the level of risk that we are comfortable with, and despite the great volatility of global politics and markets in recent years, our investments have done much better than we feared likely."
VouchedFor verified client review, December 2022
Read more of our client reviews here.
In 1978, John Hitchell had just taken the difficult decision to leave a secure job with a high street bank and was looking for the next challenge. He hated the corporate, target-driven culture of the banking industry and felt there must be a better way to treat clients.
It was fair to say the bank was very traditional, even insisting that John shave off his beloved beard as ‘it was scaring the older customers.’ However, the final straw was having found his dream home, his mortgage application being denied because it ‘had more bedrooms than he needed,’ only to discover that his manager had bought the house instead.
Our previous financial adviser retired and he recommended James. A very good recommendation too! James has become a trusted friend as well as a very professional adviser.
Read more independently verified client reviews on VouchedFor
Richard is exceptional in his approach. He consistently measures our current financial position against our ultimate goals and provides us with the information we require.