About Us

Our goal is to be a trusted adviser.

We work hard to understand your objectives and look to deliver both tried and tested, as well as innovative solutions; providing you with the information you need to make informed choices.

The majority of our clients are located in Greater Manchester, the North West and Peak District, although we serve customers throughout the UK.

Since we were established, we have been in the vanguard of the professionalisation of financial advice, having become chartered over 10 years ago. This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the Chartered Insurance Institute (CII).

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

We have also invested significantly in technology and today use an array of applications, including cashflow modelling and statistical tools, as well as more traditional fund analysis systems, to make sure our client’s financial plans are on track. We also have a modern client portal, where you can see up-to-date portfolio values and interact with us online in a secure and safe way.

We continue our commitment to the development of our profession by working with local colleges to provide A-level leavers with the opportunity to gain access to professional qualifications.

In 2021 we move to our new offices – a converted victorian police house, fully refitted to embrace today’s technology and facilitate modern hybrid working patterns – which reflects our commitment to professionalism, dependability and reliability, whilst at the same time reinforcing our position as a modern, forward looking practice.

Portal

Meet the Team.

We are extremely proud of the team that we have assembled. Visit our ‘Meet the Team’ page to put names to faces.

Meet the Team