“A wise person should have money in their head, but not in their heart.”

– Benjamin Graham, The Intelligent Investor


Over the years we have helped hundreds of people with their financial planning, investment, and retirement goals. Take a look at some of the testimonials to find out what our clients have to say about us.

David is very approachable and explains everything carefully, giving examples and illustrations. He answers questions clearly and listens to my requests. He fully understands my situation as regards risk and my goals for the future. Charges are made clear and his service is very professional. He has a lot of experience.

Retired Teacher

I am very happy and confident with every aspect of my financial affairs that David deals with. He had been my adviser for over 10 years. and he is well informed of my requirements and I leave everything in is capable hands to decide what the best investments are for me. I think I receive good value for money. I can’t think of anything at this moment in time my adviser could do better.

Retired Engineer

Understands our finances and aims. Questions our statements to ensure clear understanding. Gives options and assists with decisions, but is not pushy. Provides clear, exhaustive written and verbal explanations. Very clear on commitments required and made. Friendly and approachable. Always professional.

Retired IT Project Manager

He has the patience of a saint! David is easy to talk to, understanding and listens. He came highly recommended.
Julia & John

He understands that as we are retired, we very much prefer low-risk investments. He is an active FA and is not content to sit on his laurels.
Mike & Janet

David understands our needs and spends times discussing them. His knowledge is excellent and he always gives us good advice.

Retired Surgery Receptionist

Paul is very knowledgeable in all aspects of his work he takes time to advise us individually on what is best for us. He has advised us for over 20 years and we trust & feel very comfortable with Paul.

Welder Fabricator

We found Mr Wade very approachable and clear on explaining financial issues and terms. He takes the time to keep you updated on Portfolios. He has very good all round financial knowledge. It is important to be reliable and Mr Wade never disappoints.


Paul has been my adviser for many years; he has given me excellent financial advice over the years particularly regarding my business and pension arrangements.


Great personal service from Paul who really seemed to care about me as a client and getting the best results.

Prison Officer

Paul uses his expert knowledge to guide you to investments that meet your individual need while managing to explain everything in a way you can understand. The service Paul offers is incredibly responsive. Queries are consistently responded to very promptly and no query feels too small to ask. The initial set up was all managed by Paul and was 100% stress-free. I would not hesitate to recommend Paul due to his relaxed style and his comprehensive and knowledgeable reassuring presence.

Nurse Manager

Paul is very professional, explains things in a way we can understand. He is very friendly and makes meetings feel more like catching up with a friend. We would say Paul has the balance right for our needs and should we need anything, is always ready with his time and knowledge.

Business Partner

Get in touch with us today on 01983 333 000