We deliver expert professional and impartial financial advice.
Contact us today for an overview of our services and solutions.
We provide a range of asset management, wealth management and risk management services to self-employed individuals, senior company executives and company directors. We ensure that all aspects of each client’s future financial requirements are considered, managed and protected. We have access to investment funds managed by some of the finest investment talent in the world. We seek to design for our clients’ structured and robust investment strategies that reflect their tolerance and capacity for risk and desire for return, and we achieve this by listening to clients, evaluating investment managers, and by keeping an informed view of the world.
An unrelenting focus on clients, combined with a passion for providing expert, professional and impartial advice. In a society that grows more complex every day, consumers are presented with the constant pressures of family, career and community responsibilities and personal enrichment. The financial marketplace is ever-changing with new laws, regulations, economic events, product offerings and conflicting media messages. Making the right financial moves at the right time is critical to achieving security and accomplishing personal objectives. The need for on-going expert financial advice is paramount. We are side by side with my clients, helping to guide them through the financial maze and ensuring that their interests remain protected throughout.
To deliver to our client, expert professional and impartial financial advice in a personable, pro-active and accessible manner, tailored to suit his/her particular requirements. As a fiduciary, clients’ interests come first, and we must uphold the highest level of integrity and professionalism. By partnering with clients we look to build long term relationships of mutual trust, transparency and respect with him/her.
"I have always found Gavin's advice to be sound. He provides a friendly, efficient and professional service. His knowledge of insurance related matters has saved me time and money, and I have no hesitation in recommending him."
Peter Byrne - Director and Actuarial Consultant, Joseph G. Byrne & Sons Consulting Actuaries Ltd
"Gavin has been our financial advisor since 2007, handling our company's assurance and pension requirements. During that time I have found his advice and recommendations to be a good fit for our requirements and he has explained things to us in a very straight-forward way without any waffle. Particularly reassuring for us was that he did not take every opportunity to just push products our way, at times even when it was not in his own short-term interests he advised us if I did not need certain cover or if something was not of particularly good value given our situation. Beyond that Gavin makes sure to stay in touch with us regularly, giving updates on how investments etc are performing. I would not hesitate to recommend him to any company or individual looking for advice in the area of pensions or assurance."
Dave Graham - Managing Director, Monitronix Europe
"Gavin is an extremely personable person and any dealings I have had have been conducted in a very professional manner. Gavin has a vast depth of knowledge in his field and is always approachable at any time. I am very happy to endorse Gavin and have no reservations at all in doing so."
Ed Clarkin - Commercial Director, Radius Communications