Meet the team and a Welcome

All our advisers offer specialist experience in the fields of pension planning (pre and post retirement), investment and lifestyle planning. As all our clients confirm, you can guarantee reputable, honest and transparent financial advice from each and every one of us.

Every client is treated as an individual with due consideration to your future objectives and aspirations in life. We are continually improving our knowledge and pride ourselves on remaining current and up to date in terms of what is happening in the industry. Our open plan office means you will also benefit from the input of all our advisers.  

The majority of us are long-standing Royal Borough residents who collectively love living and working in and around the beautiful, historical Thames side town of Windsor.  We are delighted to have built a wonderful, loyal and local client base and look forward to extending this welcome to you.