We are a friendly and highly experienced financial planning and wealth management team managing and advising on in excess of
Established in Cambridge in 1984, this year we are proud to be celebrating 40 years of supporting our clients. From our head office in Girton, Cambridge, we look after the financial affairs of our high net-worth clients and their families nationwide with a focus on East Anglia, London and the South-East.
We are a Chartered Firm who have made a public commitment to professionalism; our Chartered Financial Planners must maintain standards of excellence in qualifications, ethics, business practices and professional development as governed by The Chartered Insurance Institute (CII).