Do you have investments, and have the large brokers and banks been ignoring you, or even worse, investing you in funds that you do not understand and have hidden charges?

We are a small, friendly, discretionary management company based in Surrey who have been providing services to clients for over thirty years. With input from our associate firm - Bullimores Chartered Accountants - we provide a pragmatic approach combining tax, financial planning and investment strategy to suit your evolving lifestyle.

We invest clients’ cash directly into stocks, shares, gilts and fixed interest quoted stock.