A Family Business Established in 1962 - We are a firm of highly qualified Financial Advisers based in Leamington Spa

Our experience tells us what is most important to our clients is financial independence, security and peace of mind. Our mission is to help them achieve this.
  • Jephson-Gardens
Our mission is to help our clients achieve financial independence and security. We do this through offering a holistic approach to financial advice ensuring they receive a comprehensive and pro-active managed service helping them to reach their financial goals.
We believe in actively listening to your unique goals and working together to build a financial plan to help you achieve them. We are passionate about financial planning and honour the trust our clients place in us. We truly value our long-term client relationships established in our 50 year history which have been based on trust, integrity and professionalism. We pride ourselves on providing a valuable, honest and pro-active service.  
Established over 50 years ago we have recently moved offices to Leamington Spa. To ensure your financial affairs are handled by a firm who you can trust, we would love to help you. We are a third generation family-run business with extensive experience. For any pension, investment, mortgage or life assurance advice please call us.
To discover how our fully independent and qualified advisers can help you attain your unique financial goals contact us to book a non-obligatory consultation at our expense.

Latest From The Blog

Making new year’s tax saving resolutions

January 29th, 2019|0 Comments

Plan, prepare
Making new year’s tax saving resolutions
At this time of year, we think about New […]

  • critical illness

Critical illness cover

October 27th, 2017|0 Comments

Be prepared if life throws something unexpected your way
We never think a critical illness is […]

  • wholelife

Whole-of-life insurance

October 21st, 2017|0 Comments

A guaranteed tax-free payment whenever you die
When you start investing, or even if you are […]

Smart Money


Download our Free Brochure

Download our latest quarterly newsletter, bringing you the latest investment news and advice.