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Who we work with

Creating experiences, memories and relationships

We work with many different types of people

You may be a successful individual, couple or family

Whatever stage of life you’re at, though; what matters to you, matters to us

Our priority is to help you get the most out of life

And above all, we want to be able to add value

We find we can make the most difference if you have investable assets in excess of £500,000, e.g. pension funds, savings and investments, and/or earnings in excess of £110,000.

If you’re a business owner, we can help you with the many challenges involved in running a business, from money management to achieving your objectives and minimising risks.

Regarding retirement planning, we’re here to help you make informed decisions about when you can afford to retire and how best to do it.

The best relationships are those where we can establish a real sense of connection; sharing your dreams and ambitions. This is where we can have most impact.

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Graham communicates details of financial planning in a language I can understand and has helped me achieve my goal of feeling financially comfortable at my retirement. I have total confidence in his financial planning, he understands my attitude to risk and the planning and advice I have received has provided me with a financial future that I had hoped for but could never have achieved by myself.

NicolaSurrey
“

Graham was a breath of fresh air. We have known a few 'financial advisers' but Graham's approach to first establishing our 'needs' rather than just selling us products has been a surprising and rewarding experience. We're glad to have found someone that we can place our trust in to help us to first establish and then realise our future goals. How much to invest in your future well-being can be a difficult question but, right from the start, Graham was very open and honest about the 'life time' service his Company can provide and the costs associated with it.

NeilEngineer, Surrey
“

I was very impressed by [Graham’s] honesty, his desire to fully understand my personal objectives and views, and the quality of his advice and service to me. My circumstances were complicated and Graham clearly explained all aspects and covered any implications. In fact, due to his knowledge and involvement, my annual pension income is 18% more per year than it would otherwise have been.

PaulSurrey
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We have been able to understand easily what needs to be planned to ensure a comfortable and organised future. It does give us peace of mind, which we want as retirement approaches.

SueSurrey
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Graham has been advising our company for over 5 years now and we are really happy with the professional service he provides on corporate benefits schemes (pensions, insurances etc.). He is always one step ahead in advising us of future regulations that would affect us and making sure we are fully compliant, as a company.

MurtazaFinancial Controller, London
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Graham takes me through the significance of the investment decisions he is recommending in detail and fully explains the options. Most importantly, his advice is always sound.

AnthonyManaging Partner, London