News & resources

We want to keep you up-to-date on the key financial topics which affect you. Take a look at our news articles or visit our page of downloadable resources.

What our clients say about us

We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals. Results from our client survey in June 2024 show that:

Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.


Martin Frederick Bramley, Wanborough Near Guildford

A client since 1999

Thank you for your advice. With the benefit of hindsight, it was as good as we had hoped it to be.


T.P., Oxfordshire

A client since 2018

Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.


P.T., Surrey

A client since 2019

Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.


David Judge, Tunbridge Wells

A client since 1999

For years I have enjoyed sound prudent insightful advice and guidance from Tom that has consistently kept me ahead of the market and my peers. Additionally, when needed, extra relevant and timely expertise has been delivered at huge value and speed. In a world where everybody promises, these guys stand head and shoulders amongst all the noise by delivering results and desired outcomes without fail.


James Beagrie, Liphook

A client since 2005

97.96%of clients say working with us has helped them to achieve their financial goals.

98.89%of clients are satisfied with the quality of our review meetings.

98.97%of clients would recommend us to friends, family or colleagues.

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