We are an established firm of financial advisers based in Newport Pagnell, Buckinghamshire. The business was formed in 1998 in Leighton Buzzard and we now provide comprehensive, high quality advice to individuals and business owners throughout the local area and in many places beyond.

Andrew and his fellow Director, Iain Fairlie, own the business and the team is completed by Julia Hayfield and Francesca Gray, who ensure a smooth administration operation.  We also call on the technical expertise of John Hatton, a retired adviser with a wealth of knowledge around taxation and trusts.

Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture and in this regard we take an holistic view.