About Us

David Tickett, our managing director, is a CERTIFIED FINANCIAL PLANNER^CM professional and clicking on the CFP^CM certification logo below will provide more details of his CFP^CM certification. As a result of his twenty years experience as an investment manager prior to becoming a financial planner, he is a Fellow of the Chartered Institute for Securities & Investment and a Member of the Society of Technical Analysts.

We are happy to offer an initial consultation, free of charge, at our offices, or at your home or office if travelling is difficult for you. During such a meeting we can determine how we can help you and which of our programmes would be most appropriate for you.

CFP^CM and CERTIFIED FINANCIAL PLANNER^CM are certification marks owned ouside the US by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.