Independent Financial Advisers

We are an entirely independent, family owned business which has been established in Guildford for over 40 years.  We offer a very high level of expertise and many years of experience.  

We can review your existing financial situation and give you a realistic assessment of your likely needs or focus exclusively on specific issues requiring advice.  In either case, you will need to set aside some time to talk to us - the first one-hour consultation is free. There is no charge and no obligation while we find out about you and you find out about us.

Depending on your instructions, we will normally carry out a needs analysis based on your current situation, taking into account any specific plans and objectives you may have. We will then advise you on anything from achieving short-term financial objectives to helping you prepare a lifetime financial plan.

You will receive professional advice about where your financial arrangements are already sufficient and where they are inadequate.  We will help you to decide how much provision you need to make, and the order of priority in dealing with your finances.

In many cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you will know exactly what we are recommending and why, before you agree to anything.