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Key Facts 2018-01-19T14:46:14+00:00

Key Facts

  • Started in 1986

  • 100% Owned by active staff

  • Recognised as a Top 100 Financial Planning Firm (ranked 7th largest) from over 5,000 firms*

  • Personal Finance Society Corporate Chartered Financial Planner status (under 10% of firms)**

  • Over 50% of regulated staff are Chartered, over 3 times industry average, with most also being Fellows**

  • Integrated in-house services to meet your needs, including wealth management, pension transfers, retirement planning, tax, mortgages and employee benefits

  • Established relationships with expert strategic partners (top accountancy firms, private client lawyers, trust companies)

  • Providing a named key relationship team supported by dedicated market analysts, investment managers and our compliance and risk team

  • c. £1 billion of assets under advice – double digit compound growth, more than doubling since 2013

  • Independent Financial Advisers able to provide impartial, unrestricted advice that considers every relevant financial product

  • £3m Balance sheet (£2.5m cash) , consistently profitable***

  • Core model portfolios regularly outperform peer group benchmarks (ARC ****)

  • Manage funds held both in the UK and offshore

  • Virtually all our work comes from personal recommendation (over 200 referrals per annum)

  • High touch service, 2500+ face to face client meetings last year

  • Exceptional continuity of staff, more than 30 with over 10 years service

*       Source New Model Advisor 2016
**     Source Personal Finance Society 2017
***   2016/2017 accounts
**** Asset Risk Consultants (“ARC”) provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers