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About Us

We pride ourselves on creating a working environment where our staff can be creative, flourish and thoroughly enjoy each and every working day. By doing so, our dedicated, motivated colleagues meet the high standards expected of them and then some.

All our financial advisers are very experienced, are fully qualified to give financial advice and hold a Statement of Professional Standing as evidence they are meeting the standards set by our regulator. All our support admin staff have either already attained or are working towards recognised industry qualifications.

You have looked after my financial affairs very successfully for many years - Mrs S, Dorchester.