Independent Financial Advisers

Working With Professionals

We are proud of the professional relationships we have built up over the years, for example with accountants and solicitors, and we understand the importance of liaising with other professionals in order to implement effective financial decisions.

We don't directly deal with areas such as mortgages but we are able to refer clients to our professional contacts for advice in these specific areas. As an example, our mortgage referrals are handled by an adviser who only deals with mortgages and therefore has an excellent level of knowledge and expertise in this area.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

Upon completion of work carried out, we give each client a questionnaire to complete which we use to improve our practice. It also offers the opportunity for clients to provide comments on our service and these are some of the responses: I have known Julian Strutt for many years and know him to be absolutely trustworthy and reliable. As our Independent Financial Adviser he brings a wealth of knowledge and understanding to his work as a result of which we have been absolutely delighted with the returns on our investments. I would recommend him to anyone without any reservation whatsoever.
Keith Sedgebeer - October 2023

Investments

Pensions & Retirement

Estate Planning

Corporate Services