About Us

George is qualified at an advanced level within the financial services sector. Along with his team of three support staff, the business has been built on the solid foundation of providing on-going advice in a clear and concise manner.

George comments: "We specialise in meeting the needs of people with all aspects of their personal and business financial planning. The initial advice is obviously very important, but it is vital to regularly review and adjust your plans as your circumstances and aspirations change in the future. This is why we have built so many long-term relationships. We have the expertise within the St. James's Place Partnership to advise all types of clients, including high net-worth and corporate clients. However, we also value the custom of those who have more basic needs."