Our clients tell us that they value the extent to which they can trust us: they know we have their best interests at heart – not just financially. They appreciate the very high quality of advice, our straight-forward transparent approach, and our friendly, caring manner.

This is all backed up by solid expertise and a wealth of experience. You can trust our independence too. We are a completely independent firm and all of our clients can be sure of impartial, unbiased advice.

Kathryn has worked in financial services
since 2006, providing full administration
support. Kathryn is responsible for
managing our diaries, co-ordinating
client review meetings, and generally
keeping us all in check!

Outside work, Kathryn enjoys family
life and is a keen fitness enthusiast.