In 1990, Neil Holland established his consultancy in South West London. Since that time we have moved to rural Norfolk, 10 miles from Norwich, and our clients are located throughout the South East of England.

Combining 40 years of experience in the financial industry between our 3 advisors, we can offer comprehensive advice for a broad range of different requirements; from pensions, investments and mortgages to inheritance and tax planning.

We are committed to long term relationships with our clients – it is key to planning a secure future for them and their families.  Face to face advice is probably the most important element in building that relationship.  It is essential to get to know our clients and understand fully their circumstances and requirements.

Our team consists of:

Neil Holland - 16 years experience in the financial industry, specialising in pensions, investments and inheritance and tax planning.