With so many strings to our bow, we can provide our clients with a broad range of professional advisory services, but our approach is more than that. We don’t just provide technical advice - we believe in building long term relationships with our clients and adding value through clear advice and effective solutions. We tailor our advice to each client and evolve our approach to support them at every stage of their business and personal lives.
We can trace our roots back over 100 years to a small insurance brokerage established after the First World War in Colchester, Essex. Today we have four offices, over four counties, from where we offer a complete suite of financial services to clients throughout the UK.
Our approach is the same today as it has been for the last 100 years: innovation in the solutions we offer and a commitment to providing our clients with a personal and dedicated service - that’s what drives us.
Trained, experienced professionals make up our advisory teams. Having so many specialisms all under one roof means that we can work together across all our departments to provide you with higher level advice which is always in your best interests. Because we are independent, we deliver clear unbiased advice and effective financial solutions without any ties or commissions, meaning we put our clients first.
We have the strength in expertise of a national firm, but being privately owned we don’t have the restrictions of corporate red tape. We act quickly and efficiently, tailoring our services to the individual needs of our clients no matter how specific or complicated. By adopting new technology, developing sector specific solutions, and calling on our in-house expertise we are committed to being here for our clients for another 100 years.
Read our history