We believe that our success can be attributed to a number of key things: trust, integrity, discretion, reputation and performance.

Underpinning all of this is an outstanding team of individuals based in our central Manchester Office. The team comprises six client facing Financial Advisers all of whom are either Chartered Financial Planners or Chartered Accountants. Our advisers are supported by a growing team of paraplanners many of whom are qualified to Diploma and Chartered level, together with an experienced administrative support staff. We conduct our own investment research based on a long standing programme of in-house analysis and fund manager meetings, which is co-ordinated by our Chief Investment Officer, Chris Davis. This requires a great deal of commitment and hard work and we are proud of our investment track record.