We have five professionally qualified advisers covering various specialities such as Investments, Pensions, Mortgages, Equity Release and Personal Insurance Our plans for the future are to build on the success of our early years and to continue to increase the wealth and security of our clients The business has known both good times and bad times being established in the middle of the last major recession in the early 1990's and unlike many other advisory concerns we have reassuringly grown year on year ever since From the beginning our vision has been to provide an independent, unbiased, accessible and professional service for anyone in need of financial planning advice The majority of our clients are based in the West Country, but we also look after many clients from all over the UK as well as overseas expatriates