Your Journey


We offer a one-hour free consultation which is the first step to your financial future. We take the opportunity to discuss your goals and objectives helping you discover what financial freedom means to you – working together to map out where you are now and where you would like to be!

Research & Advice

Our chance to present your bespoke financial strategy which has been tailored specifically to your requirements. You can trust that everything we do is completely impartial we are not tied to any one avenue and can provide advice across the whole of market.


It’s our priority to put your results into context, to teach you what your financial strategy looks like and show you how you can get the most out of your money. We assist in the completion of necessary paperwork ensuring that it is processed as quickly and efficiently as possible.

Ongoing Service

We pride ourselves on our ability to build and maintain long-lasting trusted relationships with all of our clients. Whilst each customer’s requirements may be different, we strive to offer the same excellence service to each and every one of our customers.

Our promise to you

  • Free Initial – No obligation Consultation

  • Ongoing Access to your Financial Adviser

  • 24-hour access to your portfolio via our own Client Access Portal

  • Allowing you to track your investment progress whenever you like, however you like

  • Secure messaging and updates

  • Quarterly Newsletters

  • Full access to our administrative support staff

  • Friendly & Professional Team Environment

  • Qualified, Experienced & Knowledgeable Financial Advisers

  • Regular 1-2-1 meetings either face to face or remotely to include a review of:

    • Your Objectives
    • Your Risk Profile
    • Your Asset Allocation
    • Any Tax Changes
    • Any change of circumstances
    • Updates and Valuations

Robin O’Grady, ex-Sales & Marketing Director, Investment Management

I have had the pleasure of knowing Rodney for 50 + years, as a teenager originally and then professionally as his career progressed within the Financial Services Profession.
He is a highly motivated & successful individual, who has high standards of integrity and professionalism. His clients come first and he constantly strives to provide them with the best financial advice & service possible. Well-liked by all who deal with him, I value his knowledge and have not hesitated in referring friends & family to him on a number of occasions.

04th May 2021

Adam Corcoran – Solicitor

I have repeatedly recommended Rodney to my clients and invested their funds with him as I know that he will provide a professional, prompt and enthusiastic personal service and has the expertise to deliver solid results.

Where he can’t directly help he has always been willing to offer an innovative solution or to direct them to someone who can through his vast array of contacts built up through his professional career. Clients have appreciated his straight-talking and knowledgeable advice and always thank me for recommending him to them.

Rodney is the ‘go-to’ contact for any financial advice relating to Pensions and Wealth Management.

14th May 2021    

Sheila Smith

Rodney has been advising us for many, many years and we have no financial worries at all and have complete faith in his ability and trustworthiness. He is a very capable and easy person to rely on.

07th May 2021

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