About Us
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We will take on a selected number of new clients each year. The vast majority of our existing clients have been referred to us by a family member, friend, solicitor or accountant.

Each client will have a team of up to 4 people looking after their affairs. Every day we work to get you the best possible return, whilst maintaining an appropriate level of risk.

We strive to ensure that your financial affairs are arranged in the right manner for you and your family. Our satisfaction comes from doing a good job for you, year after year.