With over £1bn of investments under advice, the business continues to attract new clients who are looking for quality independent financial advice. We were awarded the prestigious "Chartered Financial Planners" title by The Chartered Insurance Institute (CII) in 2010. Chartered status is an exclusive title only awarded to firms, around 15% of all UK IFAs, which meet rigorous criteria relating to professionalism and capability. Our main differences are shown through the culture of our business, the plain English we use in all our communications and the great service we offer to all our clients. You just have to take a look at what our clients say about us to realise this isn't just hearsay.