Our Practice brings together three long terms colleagues, Andrew Swann, Peter Cooling and Simon Pigott who have subsequently been joined by Mark Jeffries, Tracey Gordon and Simon Richards. We are well supported by an excellent back office team to ensure you, our clients, receive the best service possible.
We appreciate that your financial situation is unique, and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.
We provide face-to-face advice and specialise in meeting the financial needs of both private and business clients. We are often asked to help address simple and straightforward issues, as well as complex pension, mortgage and inheritance tax problems. In every situation, we respond with reliable, personal advice designed to suit individual requirements.
Our long term objective is in helping our clients move closer to achieving complete financial independence. We look forward with confidence to working with you over the coming years as we embark upon this exciting journey.