Who we are

Who we are

We are different to other wealth management practices. Our advisors are approachable. Our service is straightforward and accountable. Our tax and investment expertise is unrivalled.

Our over-arching commitment is to work with each of our clients in a true partnership, offering personal service and tailored solutions.

Formed in 1986, initially working with the clients of the long-established Wagstaffs Chartered Accountants. Our wealth management team has grown into one of the largest, best resourced and most well regarded practices in the area.

We provide a high-level service to a wide range of businesses, individuals and other professional companies.


Contact our wealth management team on 01438 740074 to discuss how we can help you.