The range of advice available to you

We specialise in advising upon and arranging investments on behalf of private investors, trustees and companies.

The investments may be held in private portfolios (including ISAs), trust funds and pension plans (including SIPPs and Income Drawdown plans).

We will also advise upon and arrange pension plans (including SIPPs), life assurance, permanent health insurance and annuities.

Investments are carefully selected from the very wide range of professionally managed funds that are available to UK investors: Unit Trusts, OEICs, ICVCs, life assurance funds and pension funds.

We do not advise upon or arrange direct investments in shares, investment trusts, exchange traded funds, derivatives, futures or high risk investments such as enterprise investment schemes, venture capital trusts or unregulated investment schemes.

Our advice is impartial and based upon many years of study and experience and an awareness of global trends.

Because we choose to devote our time to the development of expertise in certain specific areas, the range of services that we offer is described as “restricted”.

Contact Us

For further information or to arrange an appointment for an informal discussion please call us on 01761 232122 or email

APFA Member

Authorised and regulated by the Financial Conduct Authority