Our approach

Find out what sets us apart from other financial services companies.

Our approach


In 2008, we launched our “fresh approach” to financial services, introducing it to both new and existing clients.

It was called a ‘fresh’ approach, as it was a completely different method than what was commonly used in the industry, although this method has now been adopted by many advisers.

The approach provides many benefits to our clients. See below to see what sets us apart from other financial advisers in Northampton.

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We will aim to call you within 48 hours.

What sets us apart…


Quarterly review service


Personalised portfolio realignment and advice.

24 hour valuation service


Via website continually, by phone during office hours.

Individual risk profiling


In depth analysis of your personal approach to investment risk.

Bespoke portfolio construction


Investments designed to meet your needs.

Access to over 1000 funds


Covering all asset classes via numerous leading fund managers.