Welcome

Independent Wealth Managers and Financial Advisers

Providing Investment Advice since 1991

As one of a limited number of Wealth Managers who can manage your money on a
daily basis, we can genuinely say, we make delivering your financial goals achievable.


We are a dedicated team you can trust to guide you through the challenging world of financial decisions with integrity, expertise and professionalism.

Over the years our clients have entrusted us to proactively invest and nurture their wealth. We continue to do this using Reflex our Investment Management Service. Reflex enables us to use our expertise, knowledge and skill to respond to the demands of an ever changing financial landscape and make the key investment decisions needed on behalf of our clients.


We are recruiting – click here for our current vacancies


What we do: