Now part of The Wealth Group, we were established over 20 years ago as the financial services arm of Allchurch Bailey, a niche firm of chartered accountants and tax advisers. We maintain a close working relationship with the accountancy team and have many clients in common.

Our team is highly client-focused and service led. We develop long-term relationships directly with clients and, through regular reviews, we work to ensure that financial objectives, investments and planning are adjusted when needed to reflect changes in a client’s personal requirements and the financial landscape.

We are:

	Independent, ie not tied to any insurer, bank or other financial product provider or financial services network. This means we can ensure that the financial products on which advise fit the client and not vice versa.
	Accessible: you will know your adviser, you will meet them, you can readily speak to them and you can expect them to be working with you for the long-term.
	Fairly remunerated: through a mix of fees and low initial commissions, or commissions paid over the life of an investment.