About us

We’re a firm of Independent Financial Advisers based in Arnold, Nottingham.

We’re proud to be a local business and enjoy working predominantly with clients within the East Midlands area, particularly those in Nottingham. However, we do have clients further afield and are happy to advise those that live across the UK.

We were founded in 1991 by Simon Taylor and Gerry McGill. The team has grown to become a family business: Simon’s son Daniel joined us in 2008 and trained to become an Independent Financial Adviser. We are a highly-qualified, experienced and knowledgeable firm, committed to providing exceptional service and support.

We are authorised by the award-winning Sense Network, who ensure we operate in a compliant way and to industry standard. They also provide administrative and technological support.

There are many research and administrative processes involved in financial planning. As a small firm, we want to ensure these crucial elements are executed thoroughly, so we are supported by Temple Paraplanning.

What do our clients have to say?

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