About us

We offer comprehensive financial advice and financial planning for both individuals and businesses. Our clients come from a diverse range of backgrounds; all have their own unique goals, but all are looking for honest, down to earth financial advice from our experienced team.

We're a family company and we care about building long-term relationships with our clients. Our friendly team are fully qualified and always have your best interests at heart. There'll definitely be no hard sell and there's never any obligation to take our advice. 

We build long-term, collaborative relationships with an emphasis on personal service and good, sound financial advice. It is this approach that has led to us becoming trusted financial advisers to individuals, families and companies across the country, who turn to us to meet their financial planning needs.

We're based in Shipley, but all our services can be accessed online. We offer a free initial consultation which can be in person at our offices, by phone or as an online meeting. Many of the services we offer can be accessed securely online, including Managed Direct and Dashly.