A family business

We’re a family-owned business, run by husband-and-wife team Liam and Tracy Starley, who live in Petersfield with their three children.

With over 20 years’ experience in financial services, we know the best results come from talking with clients face-to-face. We take time to get to know you properly, then design a plan to fit your individual circumstances. Unlike a large institution, we’re not restricted by corporate policies, and don’t have to hit targets!

We explain all your options clearly and precisely, as well as providing exceptional value for money through a transparent and competitive fee structure. Plus, when we make a promise, you can be sure we’ll keep it.

Your service continues to be friendly, personal and inspire confidence. You are a safe pair hands in a fiscal world that changes and challenges continually. - A.S.

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

A road map for investing in uncertain times

Like everyone, we have been stunned by the events in Ukraine. These are difficult andRead more

“Noise” blocking – good for your portfolio

It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’,Read more