Office Move

By | Financial Planning

We are delighted to announce that after 9 successful years at Regina House, we have moved 150 meters down the Finchley Road to bright, newly refurbished, larger offices.

From a small two person business in 2003, we have grown to a company with over 20 employees and over 250 clients.  In order to accommodate our growing business we required more office space and we hope to expand the business further from our new Charles House base.  We look forward to welcoming you to our new home:

Charles House
108-110 Finchley Road


Full contact details can be found here.

New Model Adviser Top 100

By | Financial Planning

After travelling the country, the New Model Adviser publication have compiled a selection of Advisers whom they believe represent the best of the New Model Adviser community.  We are delighted to have been selected in the ‘New Model Adviser Top 100’ and believe this reflects our philosophy of swift, fair and professional financial advice.

“Our Top 100 represents not just the very best in the profession, but those at the vanguard of innovation using new model principles”Natalie Fast, New Model Adviser audience development manager.

Post-Budget Opportunities

By | Financial Planning

As usual, there were perhaps as many opportunities arising from what the Chancellor did not change in the Budget as there were from new legislation introduced… individuals can obtain income tax relief of 30% on investments as well as the ability to defer capital gains tax. For further information… 020 7433 2458.

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