Someone who is going to be around for a while!

Originally in Trowbridge in 1992, we moved a few miles down the road to Bradford on Avon in 2014 and we plan to be here for a long time to come!

Gone are the days when you could get impartial advice from your bank or building society, most seem to be just financial product conveyor belts. People are thankfully much wiser nowadays and want independent, expert help.

If you live in or near Bradford on Avon, Bath, Trowbridge, Chippenham or the surrounding towns then you're very welcome to come in for a chat to see if we can be of help.


Why we do it

Everyone deserves to lead a rich and fulfilling life without the worry of running short of money.


News and views

News, views and our thoughts on what is happening in the world of finance.


Get in touch

For further information, please don’t hesitate to contact us. We usually respond very quickly!