Covid-19 Notice

Video Meetings are available


We are also able to meet both existing and new clients using Microsoft Teams Video Meetings, Zoom, Skype and FaceTime.   This is very popular and has proved to be very useful.

Please let us know if you would like to do this with us and we will be happy to assist you.   It is very reliable and a valuable way to have productive meetings.

These are challenging times, but we remain totally committed to provide you with quality Independent Financial Advice and peace of mind.


Please contact us in the usual way on 01403 33314501342 887635, 01293 731335 or email and we will be happy to help you further.


Best wishes,

Adam Reeves

Independent Financial Planner, Wealth Manager, Director