Temple Bar

The Institute of Chartered Accountants in England and Wales (ICAEW) and the Law Society, say their members should "only" use independent advisers (IFA's), so why should you choose anything less? Many people mistakenly think that Independent Financial Advisers are only for the wealthy but this is not the case. We are based in Worcester but operate throughout the Midlands and beyond offering expert advice and ongoing support for all your financial affairs.

We value our clients and our clients value us. Because of this we don't advertise, conduct telesales, or make unsolicited calls. However, we do say to clients: If you are happy with our service don't keep it secret! You can see what they say by viewing their comments on the Testimonials page! Our business model is based on service and as a result 70% of all new business comes from existing clients with the remaining 30% from introductions from satisfied clients.