You know they are a firm of Independent Financial Advisers. They have been in business for over 10 years growing steadily and consistently by putting the needs of thier clients first.
They have:
- 9 advisers - 8 of whom have been with them for more than 5 years
- 11 people in technical support working closely with thier clients
- 13 support staff working in compliance, finance, business administration and client management.
- more than 3,000 doctor clients and a national reputation in the medical sector.
- close ties with the rural market via our link with the Country Land & Business Association.
- more than £300 million of funds under management for a diverse range of clients including Professionals and business owners and those that are lucky enough to have retired.
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