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about Independent financial advice

We are a firm of Independent Financial & Insurance Advisers. Our clients include individuals, families, trustees, businesses and boat owners. They each benefit from our range of services which fall into three broad categories:

providing advice to families, trustees and boat owners

We are based in Salisbury, however we have clients all over Wiltshire, Dorset, Hampshire and the rest of the UK. We are members of Salisbury & District Chamber of Commerce & Industry, of which our founder is the current President and we are members of Blandford Forum Chamber of Commerce.

Our normal office hours are Mon-Fri 9:00am to 6:00 pm. To find out more about each of our services, follow the links to the right or call free on 0800 043 1355.

We look forward to your call.

Independent Financial Advisers Regulatory Information

Independent Financial AdviceInvesment ManagementMarine, Yacht & Other Insurances