your relationship with us

Investments are undertaken over time and are very individual to you. So is our independent financial advice service. You will be working with highly qualified staff who use and understand the latest thinking and financial strategies. You have direct access, during office hours, to your personal financial adviser who will always be on hand.

We ensure that you are always in full knowledge of what is happening with your finances through ‘common sense’ communication. We offer an initial meeting of up to an hour at our offices in Salisbury, which is without charge or obligation, for us to find out about you and your requirements. It also gives you the opportunity to meet the team and discover how we can add value to your financial position.