With experience stretching back to 1989, we offer a highly professional, comprehensive and above all personal service, catering for a wide variety of clients’ needs in respect of all aspects of financial planning, both personal and corporate. Based in the historic and conveniently centrally-located town of Pershore, Worcestershire, we pride ourselves on building valuable long-term relationships with clients which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century — we do not employ Customer Service Representatives†that have no idea who a client is when they call. We combine the use of the latest technology (which is essential in the rapidly-changing world of Financial Services) with the service philosophy referred to above to stand out from our competitors — please test that claim !
