Our aim is to offer a comprehensive financial planning service to individuals and their related business entities. We do this using a holistic approach, which includes assessing the impact of tax and estate duty on their financial affairs. We are an independent financial planning company with no contractual obligation to support any one particular product provider. Our aim is always to find the best solution from a wide range of companies, to meet our client’s financial needs. We pride ourselves on being able to offer sound financial advice based on common sense and a long-term investment outlook.The group also  provides services related to estate planning and the administration of deceased estates.