Company News

You may have noticed, (we hope so), that our newsletters have dried up recently.  However, we haven’t been idle and have been working hard on the business to provide all our clients with an improved service, greater access to information and a better understanding of what we do and why we do it.

We are delighted to share with you our new website at and would encourage all our clients to have a look and maybe let us know what you think.  The site contains details of staff old and new, an informative short video, news articles and more about our philosophy and beliefs, in a style that we hope reflects the quality of what we do.

Over the summer, we have been joined by Jenny, Pav and Gill (Fabretti) and you might like to click on their photos to find out more about them.Sadly, Rebecca has returned home to Canada and though we stay in touch, we do miss her around the office.  Good luck Rebecca!

During the last 6 months we have also become one of only 12 financial planning firms in the UK to become both Chartered and Accredited and we hope this reflects the quality of what we do.