Financial solutions that make sense...
Our wealth management service provides a single view of your investment portfolio and offers an innovative approach to financial planning and advice.
Whether you are just starting out with your pension planning or you are approaching retirement, it is important to receive professional advice as the choices you make will affect the income you receive when you decide to retire.
Whether you are saving with specific goals in mind or want to grow an existing investment portfolio, we can tailor advice to your specific needs in the most tax-efficient way.
What our clients think
Professional, courteous & efficient ..
We were very fortunate in being introduced to Steve Guichard 10 years ago and he became our financial advisor. He has demonstrated sound financial ability. He has always been thoughtful and insightful with regard to our needs. He is prepared to spend time discussing, explaining and exploring different mortgage options, insurance policies and investment strategies with us. He is professional, courteous and efficient. He meets deadlines and is competent in his job. We can recommend his services and wish him the very best.
Sound financial advice ..
Mr Guichard has been my financial advisor for 14 years, during which period I felt well supported, kept up to date and have received sound financial advice. Mr Guichard’s assistance has always been timely. He has taken my special circumstances into account and been flexible enough to allow for such. I highly recommend him.