Our relationship-focused advice is tailored to your circumstances and attitude to risk.  We understand that financial planning is a life-long process.  Through our clearly defined service structure, transparent charges and investment management, we aim to actively engage our clients with their portfolios and manage their expectations. 

Our sole objective is to increase the financial worth of our clients whilst acting at all times to the highest professional ethical standards.  This is done through a carefully designed financial planning process so that you know exactly what is happening at every stage along the journey.

We are able to offer independent financial advice on:

• Savings & Investments
• Pre & Post Retirement Planning
• Life & HealthAssurance
• Inheritance Tax Planning
• Corporate Financial Planning

At the heart of our investment process, setting us apart from most other financial advice firms, is the JFP Portfolio Service.