Founded as a family firm, with over 50 years combined experience in the Financial Services Industry, we are able to offer a comprehensive and knowledgeable Wealth Management service to our clients.
Jason Coleman took over as Managing Director in 2005 and over-saw the alliance between the family firm and the
St. James’s Place Wealth Management Group.
Providing the very finest service to their clients, they concentrate on sensible investment strategies, school fees planning and family protection whilst reducing clients' overall liability to Inheritance Tax and making provision for Long Term Care fees.
To continue building and maintaining a long-term trusted relationship with clients, whilst working with dedication and integrity to offer them the best possible solution to their long-term Wealth Management.
We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs.
Today, we continue to grow the practice through personal recommendations from existing clients, which we are always delighted to hear about.