History and company values
As a family-run practice, we have offered a friendly professional advisory service to clients since 1978.
As well as offering expert advice, we place the needs of our clients at the heart of the business. By getting to know the individual situation, ambitions and attitudes of every client who comes to us, we can apply our expertise to recommend financial solutions that meet both present and future needs.
Based in Lonsdale Gardens in Tunbridge Wells, our approach is based on our company values;
- We always treat clients as we would want to be treated
- We promise to cut out the jargon and always explain our recommendations in simple terms.
- We work hard to get the right client outcome
- We use technology to provide a better service - including Voyant - one of the UK's leading financial forecasting tools
The initial meeting is always at our expense and there is never any obligation to proceed further if you decide our service is not for you.
"We appreciate financial planning is not all about your money – it’s about you, your life and what you want to get out of it. So whether that is working towards a happy retirement, financial security or protecting your loved ones – we can help make it happen."