Who are we?
The business was established in 1978 to provide Independent Financial Advice to clients residing in the South Manchester and Cheshire area.
The business has evolved over the years and we now have clients throughout the UK. In recent times we have started to establish business links in London.
We have a small but strong team based approach to looking after our clients and have built many trusted relationships. These include quality professional connections. We are also currently looking to recruit both advisers and administrative staff to join our team.
We believe in long term client relationships. Many of our clients are long standing, but we continue to add new clients.
The costs of any initial meeting with clients will be met by us.
At the initial meeting we will discuss our menu of fees and services. Clients are offered the flexibility of flat fees for one off transactional work, or a combination of flat fees and a percentage of funds under influence for ongoing services. The level of fees will reflect the complexity of any advice required.
We believe in being fully transparent with our clients.