Who we are

We are independent financial planners offering a true holistic service for individuals, charities and trusts. We cover all areas of financial planning including pensions, investments, savings, mortgages, trusts and tax. What is important to us is that we help you understand and meet your own goals.

We make extensive use of cutting-edge technology, along with our specialist technical knowledge of investments and tax, to deliver the highest quality services to our clients.

David Gwilliam - Chartered Financial Planner - AFPS