Like all new websites, it will be a work in progress and we plan to develop the site in the months and year ahead.

We hope you’ll find all the information you need about our trustworthy, friendly and reliable service – not just our range of independent financial services but also the way we provide advice and manage your funds.

You can also view our terms and conditions which adhere to the highest professional standards of the financial services industry.

You’ll also be able to read our regular market insights and the occasional thought and opinion or two on wider matters.

We’d like to thank Chris Green Media for their help in designing our new website – to Chris and Teresa Green for finding the words and shaping the theme and Brendan McMahon and his team at Classic Lines Design for their imaginative web design and build.

Finally, we’d love to hear your thoughts – not just about our new website but other matters too. Feel free to send us a message via our contact page.