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
  • 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

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