Three people

Why choose us?

Take the time to read more about how we are different from other firms.


We are a Chartered firm

Our Chartered status recognises the firm as a whole and it gives you confidence that you are choosing a financial planner who has made a public commitment to professionalism. To uphold this status, we must maintain standards of excellence in qualifications, ethics, business practices and professional development.

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We are proud to be independent

As independent financial planners, we will offer guidance on the best products and services that are best suited to your needs and circumstances. We will act in your best interest and remain completely objective and impartial. We take time to get to know you, and then offer advice from the entire range of products, rather than being restricted to certain ones.


You can expect outstanding client service

You will not face regular upheaval with staff coming and going. We have been based in Coventry for over 40 years, and during that time we have created a stable business with an impeccable reputation. The majority of our team has worked with us for more than 10 years and they are our most valuable resource.


Our relationships are built on trust

As soon as you sign up to our services, you will be welcomed with open arms by our team. From an early stage, you will have a dedicated financial planner and individual administration staff, so you always know the best point of contact. We believe in continuity, and we know that this drives the best results.