About Us

Authorised and directly regulated by the Financial Conduct Authority we have been advising private clients and small businesses since 1983. We have grown largely by recommendations and have retained many of the clients who started with us all those years ago. Most have since referred family, friends and associates, which we like to think says a lot for the quality of our work and our commitment to building long-term relationships.

We are one of a select number of firms to have earned chartered status which recognises our professional qualifications and good practice.

We are based in the lovely village of Corston with plenty of car parking and fantastic views across the countryside into Bath. We have retained a rural setting, away from the stresses of the city and commuting, to allow us more time to focus on what helps to add real value for our clients.