Helping you take control of your finances
Professional financial advice from professional people
Our Financial Advice
How we work
Our clear procedures start with a free initial discussion. If you decide that you'd like us to help you, we produce a jargon-free personalised report summing up your circumstances and setting out the strategies that we recommend. It is then entirely up to you if you'd like us to implement the strategies, implement them yourself or ask other professionals to put them into action.
How we charge
We charge a pre-agreed fee for all aspects of our services, which means that you know exactly where you stand and can be confident of genuinely unbiased advice.
As of the beginning of 2013, all financial advisors have to charge fees rather than earning through commission. We have been doing this for over a decade, ensuring that what we recommend has and always will be entirely for our clients' sole benefit.
“You have helped and aided my family with investments and sound financial advice for almost ten years now and continue to do so. Not only do we trust your advice but we believe in you as honest advisers who interpret our needs rather than those of any company or brokerage.”
Who we are
The company is headed by partners Ken Hart and Paul Greaves, each with extensive knowledge and a wealth of experience. We work ethically and transparently, and closely adhere to the Chartered Institute for Securities & Investment, and Personal Finance Society codes of professional practice. Both partners hold membership of the two bodies, with Paul Greaves also a Fellow of the Pensions Management Institute.