We are a professional independent company that specialises in providing financial advice to individuals approaching, at, and beyond retirement.

With multiple qualified advisors and planners, all looking after one list of Clients - a distinctive proposition, designed to provide long term continuity of quality service and support.

We can help you with advice in the following areas:

• Investments 


• Retirement Planning


• Long Term Care Planning


• Estate Planning


• Ethical and Sustainable Investments


• Family Cover

Financial advice needn't be daunting. We take as much time as you need to explain your options to you in plain English.

Our team, David Sancto, Ian Merricks, Fred Selwyn, and Harry Merricks, have a combined experience in financial services of over 70 years, providing investment, retirement, and tax mitigation advice.

Our experience of many challenging market & economic conditions allows us to be confident in delivering sound advice when managing investments through any turmoil.

Our core business values are to offer quality independent advice and to provide a thorough and comprehensive service to our clients by maintaining regular contact on a face-to-face basis.