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5th Floor Sherborne House, 119 Cannon Street, London,
1 review
Independent financial advisers for individual and corporate clients. Services include pensions (personal, SIPP, group), investments (wealth management, protected, ISA,VCT) & all life/health insurances.
Tony has been my financial adviser for the past 7 years. He is knowledgeable and astute and has enabled me (and my finances) to weather the volatile world of the past couple of years unscathed. I highly recommend his services. Peter U - February 1, 2011
My husband and I felt we had his close attention to our needs at all times and that he acted purely in our best interests. To date we have no cause to change that opinion.
Clearly knows his stuff on the interaction of pensions and investments with IHT planning and taxation. Found him to be highly competent in all of the above.