About us
We are an independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK.
Since 1989, we have been advising clients how to save, plan and invest for their families and futures, and we would love to work with you to help you achieve your financial goals.
In a time when many businesses are moving to digital-only services, some of our greatest assets include the collective expertise of our people and the personal nature of the service we provide.
We also pride ourselves on being innovative in our approach, as we always look for new and distinctive ways to improve the service we offer our clients.
“With nothing more than a handful of close friends and family to call our clients, we set out with a simple enduring belief, that we would make the benefits of investing available to all.”
Paul Killik, Founding Partner and SEO
Capital at risk
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
What makes us different?
From our independent ownership and Partnership structure to our branch network and investment in local communities, we aim to help every generation of the family to save, plan and invest successfully.
Learn more about us
From who we are to where you can find us, learn more about our Partnership.
Our locations
With seven locations across the South East, find us on a High Street near you.
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