We care about our local community, and support a number of local individuals, schools, sports clubs and businesses with our money and time, as well as large national charities. Over the years, we’ve been proud to support

  • Naomi House
  • SSAFA
  • RNLI
  • Cancer Research UK
  • Petersfield RFC
  • Children in Need
  • Petersfield Town Juniors Girls Football Teams
  • Comic Relief
  • Herne Junior School
  • Young Epilepsy
  • Epilepsy Society
  • Petersfield Festivities
  • Shelter

He inspires confidence that he actually cares about the advice he gives. - A.H.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE

 

Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE

 

Latest Blog Articles

As we find ourselves in unsettling times following the Coronavirus outbreak

As we find ourselves in unsettling times following the Coronavirus outbreak, BOE rate cut andRead more

Uncertain times

In recent times we have witnessed volatile markets which have dramatically impacted the values ofRead more