Formed by Nigel in 2001 as an Independent Financial Advisory practice, in 2011 we were invited to join the St. James's Place partnership. Since then, we have grown to be one of the largest practices in the country, with over 100 years of industry experience, and a varied client base of over 1,200 individuals.

Over those 22 years our core values have not changed and are still the foundation of our work; Integrity, Excellence and Authenticity ensure we continue to put the client at the heart of everything we do.