The business was founded in 1991 by our Managing Director, Peter Adcock MAAT who is now both a Chartered and Certified Financial Planner.

 

Peter has experience of working with some of the country's leading financial institutions and is one of less than a thousand advisers in the UK holding the Associate Society of Financial Advisers We are an established and well respected independent financial consultancy, providing a confidential and impartial service. Wherever possible we avoid the use of jargon and pride ourselves on creating individual working partnerships with each of our clients creating confidence and trust.