Our Clients

Whilst our core concentration of clients live in the South West (due to long-standing relationships with the company’s founders), we offer a national service and have clients in Scotland, Wales, the Midlands, London and the South East. Indeed, with technology and communication advances as they are today, we do not see distance as being a hindrance to providing our services anywhere in the UK.

Our clients span all walks of life. We acknowledge and embrace diversity and appreciate that no two individuals or their financial requirements are alike.

We are proud of the fact that we do not advertise. Our business and reputation has been enhanced purely as a result of referrals from existing clients and professional connections.

What do our clients value?

  • Our honesty and trustworthiness
  • Our availability and speed of response
  • Our dependability
  • Our ability to empathise on an individual level
  • Our genuine desire to improve their lives
  • Our offer of a lifelong relationship