Welcome
We are a long established and professionally respected firm specialising in financial planning and wealth management services for private clients and trusts.
We believe in building long term relationships with our clients. We will help you arrange your personal affairs so as to more effectively achieve your financial objectives and lifetime goals.
Managing Partner Martin Turbin founded the company in 1998 and has since developed a strong client base, many clients having been with the firm since it started. Martin is one of a small number of independent financial advisers (there are less than 1000 in the UK) to acheive the status of Certified Financial Planner. He is an active member of the Institute of Financial Planning and occasionally contributes to the financial press.
Our website will tell you about us, the services we offer, and how we may be able to help you. If you would like to know more about us or if there is anything else we can help you with, please contact us on 01277 725092 or go to the Becoming a Client page where you can provide some preliminary information and we can then make arrangements to speak or meet you.