We have previously been recognised as one of the top Financial Advisers in the country at FT Adviser awards. This prestigious award recognises the hard work, excellence and dedication of Robin and all his team.

We feature alongside some of the largest household names in the industry such as Hargreaves Lansdown St James’s Place Wealth Management and Brewin Dolphin. This is a remarkable achievement for our small West Country based firm. Our award was collected by Duncan Shaun and Ben Smith, two of our Chartered Financial Planners, at the Financial Times London office.

Financial Advice

Financial Advice

Tell us what it is that you want to do, then sit back and relax, whilst we... Work out how to do it and what is required Optimise your existing arrangements, or if appropriate, set up

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Financial Planning

Financial Planning

Tell us how much money you need (in today’s terms), and when, and we will: Build a cash flow forecast using the information you have given us Work out how to meet your needs and what is

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PAM (Portfolio Advisory Management)

PAM (Portfolio Advisory Management)

PAM (Portfolio Advisory Management) is our ongoing service which: Manages our investment portfolios, and where we fall out of love with a fund, we will write to you to recommend a fund

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Retirement Planning

Retirement Planning

Pre Retirement, put yourself in the picture, ask us to: Work out the amount of sustainable income you might receive in retirement from your pensions and investments, and what you need to

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Savings & Investments

Savings & Investments

Our Investment Approach We offer five investment portfolio models that: Cover risk levels: cautious, cautious-moderate, moderate, moderate-adventurous and adventurous. Use a blend of

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Fees and Charges

Fees and Charges

Please call us now on 01823 324432 to request a bespoke fee quote. Initial and one – off pieces of work We are happy to have an initial discussion with you by telephone or at our office.

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