About Us
One Commitment
To use the best, unbiased wealth management practices to help you preserve, grow, and eventually transfer your wealth to future generations.
Two Dedicated Advisors
Every client can rely on a personal relationship and one-to-one service from one of our directors, Noel Farrelly and Les Phillips, who have been business partners for twenty years.
Three Unique Advantages
Limiting client numbers means we concentrate on trusted relationships, personal service, long term interests and lifetime goals. We grow our business only by recommendation.
Our fixed price, fee-only approach avoids the conflict of interest and potential abuse of commission arrangements. Personal cash flow forecast, consolidation, unlimited meetings, liaison with professional advisors and a lifetime relationship are all included - for less than the cost of an average UK unit trust fund.
Our alliances with highly qualified professionals give you access to specialised, integrated advice on legal issues, trusts and estates, and personal tax planning.