The majority of clients that we advise initially come to us as a result of a personal recommendation.
We feel that this is the greatest compliment our existing clients can pay us.
Our reputation has been forged over many years and we are quite aware that this can be lost very easy if we do not stay true to our core values:
This is what one of our clients had to say:
“I have known Matt for near to 12 years now and during that time he has managed my Pension and other investments. I have always found Matt to offer very detailed planning data and recommendations. The past few years have been challenging for all of us but Matt has maintained sound advice. Matt is someone I have no problem recommending as I trust him implicitly. As well as offering great advice on a consistent basis he is a really nice guy”
- Company Director Client since 2000
We are a firm of Independent and Restricted Financial Planners based in Chalfont St. Peter in Buckinghamshire. Paul Silver is a partner in the firm and has been in the financial services industry since 1988. Matt Thomas is also a partner and has been in the industry since 1992.
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Regardless of the scope of our advice, our financial planning is all about you, your aspirations and your circumstances.
How much do you need to save? Is a pension the best solution? Should you take tax free cash? We can help you make these decisions.
Providing adequate cover and the right protection is not as easy as you might think. As Independent and Restricted Financial Advisers we can find the one that best suits your requirements.