We purposely recruit team members who have strong technical ability coupled with great listening skills.
That's because we believe that taking the time to understand your life plans or business objectives helps us to help you plan in a way that is truly tailored to your needs.
ESTABLISHED & PROACTIVE
We've been helping businesses and individuals with their financial planning and accountancy
needs since 1982.
We certainly don't rest on our laurels....our approach is proactive, always looking to see how we can add value to your business, or help you better meet your life objectives and/or look after your family.
SERVING YOUR LOCAL AREA
Based in Farnborough Village in Kent, we serve clients in the surrounding area, including Orpington, Bromley, Swanley, Sevenoaks, Edenbridge, Chelsfield, Locksbottom, Maidstone, Sidcup, Dartford, Tonbridge, Petts Wood, East Sussex and areas of Surrey.
Our staff are highly qualified, and senior members of the team are proud to hold Chartered Accountancy and Chartered Financial Planner status. All members of the team are actively encouraged to work towards this status.