Using our professional experience and judgement, we will recommend the most appropriate financial services to match our clients' needs. We advise on life assurance, critical illness cover, lump sum investments, inheritance tax planning, retirement planning and pensions.
We offer a comprehensive range of health-related policies for individuals, through to companies and organisations of all sizes. Policies offered include private medical insurance, travel insurance, dental insurance, company cash plans and more.
We assist companies in their management of effective employee benefit schemes including pension plans, healthcare policies and much more. We put together suitable packages of cost-effective benefits for companies and organisations of all sizes.
What we do
We are an established firm of financial planners who provide a high level of personal service. We have also built an excellent reputation for providing healthcare and employee benefits for companies operating across a wide variety of business sectors throughout the UK and internationally.
Our approach has always been to develop strong and lasting relationships with our customers. For more than 50 years, we have been providing a wide range of financial advice tailored to our clients’ specific requirements, whether they are private individuals or large organisations.
We are based in the town of Malmesbury and our clients range from large companies and organisations located across the UK to local businesses and individual families.