About us

Our practice was formed as a partnership by Alex Campbell and John Harrison in 1994, with John retiring in 2001.  The firm was incorporated in 2008 and Alex is now the Managing Director.  We are an independent financial advice practice regulated directly by the Financial Services Authority and specialise in retirement and investment planning.

In addition to Alex there are two other advisers and six administration staff, please click on our profiles to find out more about us and our team.

We moved to our newly refurbished premises in Paradise Square in April 2009.