About Us

We are independent Financial Advisers specialising in the areas of Personal and Corporate advice.

Established in 1993 in Wolverhampton, the company has grown to become one of the most successful and fastest growing financial services business in the uk with over 25,000 clients and 40 staff.

Through merger and acquisition we have grown substantially with group turnover exceeding £5 million and client funds invested in excess of £100 million.

We have won the HM Revenue and Customs backed Inner City 100 award in 2004 and 2005 which commends the fastest growing inner city companies in the UK, with awards given out by the (then) Chancellor of the Exchequer, Gordon Brown.

We strive to meet our business principles. When you contact us you will speak directly to a member of staff whose aim is to do the best for you. No annoying automated electronic voices, just direct support through our administration team to our consultants.

Our aim is simply to provide good service and top quality solutions to new and existing client's needs whilst keeping them informed of changes and updates of their investments.