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Tel: 01959 540122


Our Service

As a Chartered firm of financial planners we adhere to the CII Code of Ethics and as IFAs are also, of course, subject to the usual oversight and requirements of the Financial Conduct Authority. You can download a copy of the CII code below.

We specialise in providing retirement, investment and related tax planning advice in an holistic manner to clients planning for, approaching or already in retirement. Typically our clients are over 50, have accrued or inherited pension and investment assets and are looking for for assistance and guidance in managing their affairs over a number of years.

We have a particular specialism in advising clients who are in the process of going, or have recently been, through a divorce including planning for life after divorce and implementing pension sharing orders.

The 'Financial planning explained' booklet below sets out in detail the financial planning service that we provide to our private clients, the six steps and stages involved in the process and how you might be expected to benefit from our service.

The firm is regulated by the Financial Conduct Authority ( and clients therefore have recourse to the Financial Ombudsman Service (Tel: 0800 023 4567 Web: and FSCS ( in most circumstances, although generally family law related work including expert reports are not FCA regulated and where this is the case is made clear at the outset. In such instances you do not have recourse to the FOS or FSCS.


Financial Planning Explained

About Our Firm & Services

CII Code of Ethics

CII Chartered status

Resolution Code of Practice