In the evolving world of financial services, our core values remain at the heart of everything we do.

OUR VALUES

We firmly believe that our continued commitment to our four core values has helped, and will continue to help, serve our clients and the wider community to maintain the long-term stability and growth of our business.

INTEGRITY

We are proud of our reputation as trusted advisers to individuals and businesses.

We have achieved this by fostering a culture of transparency, honesty and fairness which reflects in all of our clients’ dealings with us.

PROFESSIONALISM

As professionals our role is to understand your needs and provide you with well-informed solutions to achieve your goals.

We ensure that all of our advisers are suitably qualified to meet your needs and we have continued focus on maintaining our professional competence.

IMPARTIALITY

We are independent financial advisers which means that we are not restricted by the products and services we can offer.

By taking a genuinely independent approach we avoid conflicts of interest and thus ensure that our advice to you is completely impartial.

CARE

We take the time to understand your personal circumstances and needs so that we can work in partnership with you to help achieve your financial goals.

We provide ongoing support and advice, and we strive to be available, attentive, reliable and proactive.

MEET THE TEAM
MS2017
Michael Saunders
Managing Director & Financial Adviser
MH2017
Martin Hewetson
Director & Financial Adviser
NW2017
Nick Welsh
Financial Adviser & Investment Manager
CH2017
Chris Henning
Financial Services Administrator
RK2017
Rebecca Kelly
Financial Services Administrator
how can we help you?

To find out more about the services we offer, please do not hesitate to contact us.