About us

As one of the Isle of Man's largest independent financial advice firms, we feel a responsibility to ensure we provide open, honest and high-calibre financial advice to all our clients.

Our pledge

We will listen actively to others, respond appropriately and work effectively with a diverse range of individuals, from our clients, colleagues and shareholders to regulators and business partners. We will be willing to learn from others.

We are prepared to take responsibility for our work, make a commitment, find solutions and be held accountable for delivery and results.

All of our Financial Advisers will maintain membership of a relevant professional body, will conduct themselves in accordance to the code of conduct provided by their professional body of choice, and will commit to a minimum of 35 hours per annum of structured continued development of competence.

We are committed to being open and honest in all areas of our business, with a special emphasis on transparency of costs and charges.