We are authorised Independent Financial Advisers. We can help you with life-assurance, mortgage arrangements and investments in stocks and bonds (we do not however advise on pensions). We have close links to major stockbroking firms who specialise in serving private clients. Few of our clients maintain direct contact with the Stockbrokers - they prefer to use our local, friendly service.

We hold thousands of Wills, property title deeds and stock certificates for clients.. The storage systems are all held on card index and in the case of stocks and bonds they are also computerised and cross-referenced.

WE PROVIDE SAFE CUSTODY FREE OF CHARGE - UNLIKE THE BANKS AND OTHERS.