About Us


We are a sole IFA firm trading for over 20 years. Steve Latham has over 30 years' experience in the financial services sector.

We pride ourselves on our high quality of service and at your choice we will give you various options as to how our fees are paid. Full details are explained in our Service Proposition & Terms of Engagement and Client Agreement which will be provided to you before any advice is given.

Initial consultations are free and without obligation.