Guiding Your Financial Future

Serving Herefordshire and beyond, we've woven over 100 years of cumulative expertise into comprehensive financial guidance for both individuals and businesses. We're your compass in navigating your financial journey and ensuring security.


Our Ethos

We respect the effort behind each penny you've earned. That's why we're dedicated to making those pennies flourish for you. In a sea of financial choices, we're here to simplify and illuminate.


Complimentary Introductory Meeting

Every financial dream is unique. We start by understanding yours. Enjoy a no-cost consultation where we learn about you, and you can inquire about our approach.


Investment Strategy

Tailored financial advice built on your goals and risk appetite. We collaborate to nurture investment growth, ensuring your portfolio remains aligned with your objectives and tax-efficient.


Your Personal Financial Adviser

Your finances, your story. We connect you with the right adviser who stands by you through each pivotal financial decision. Our service hinges on insightful advice, impartial professionalism, and unwavering support. We care for today's assets while cultivating them for tomorrow.


What Do We Offer?

  • Initial planning review
    A discussion about your financial aspirations, present status, and risk disposition.
  • Annual Check-ins
    early reviews encompassing objective updates, investment strategies, risk reassessments, portfolio balancing, and tax-planning insights.
  • Always Available
    Reach out to your Financial Adviser and support team anytime via phone or email.
  • Portfolio Overviews
    Receive bi-yearly portfolio valuations along with market analyses.
  • Diverse Investment Opportunities
    Access to curated portfolios, discretionary fund overseers, eco-conscious investments, commercial real estate, individual stocks, and gold.
  • Risk Monitoring
    Adapting assessments according to evolving circumstances and goals.
  • Continual Tax Guidance
    Includes aid with tax returns and provision of Capital Gains Tax reports as needed.
  • Legacy Guidance
    Consultations on estate taxes, inclusive of Will drafting and Lasting Power of Attorney.


Our Transparent Fee Structure

We adopt a clear, annual fee system to address administrative and managerial expenses. Should your assets need realignment or fund switches, we'll proceed only with your consent, sans extra charges.

Our journey starts with a free, no-obligation initial consultation.

Our remuneration comprises four transparent tiers:

  • Predetermined flat fee for initial or continuous services.
  • An agreed hourly rate set before work initiation.
  • A blend of the flat fee and hourly rate.
  • Direct commission from product providers, post your approval.




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