While our offices are in Constable Country, on the Essex/Suffolk border, we act for clients throughout the East of England, London and nationally. Integrity and transparency are our core values.
Our client relationships are discreet and highly confidential. They tend to be long term in nature and borne from a detailed understanding of our clients’ immediate financial circumstances and future aspirations.
Our team are professionally qualified of high calibre and committed to a programme of ongoing professional development to ensure each client receives up-to-date and pertinent advice. This in turn leads to low staff turnover and long term client relationships, which we believe are crucial to the development of trust and confidence.
Each client relationship is personally overseen by a dedicated adviser who has overall responsibility and they are supported by other experienced colleagues.
Whether you are looking for general financial advice or a specialist service, such as investment management or estate planning, we would be delighted to meet you for an initial discussion for which there is no charge.