I have been in the Financial Services industry well over thirty years during which
time I have been a broker, underwriter and member of Lloyd’s. During my 20 years
connected with the City I worked as MD of two Lloyd’s brokers and director of several others.

Our aim is to help clients solve problems, create and retain capital, produce
income where required, and achieve their objectives. Nobody can predict the
future which is why there is always a need for ongoing financial planning.

This business was started in 1979 when Linda Andrews joined me and we now have clients all over the UK but predominantly in London and the South and East of England. Our background is entirely independent and we have never had an affiliation to any product provider.

We plan to give a broadly based and in depth service at a highly personal
and confidential level to individuals and privately owned businesses and
the Professions.