About Us

We are based in Cobham, Surrey and are proud to be one of the first IFA practices in the country to achieve the corporate status of Chartered Financial Planners.

Our MD, Alistair Mann, is a Chartered Financial Planner and was amongst the very first 600 individuals in the UK to achieve this designation in November 2005. Alistair is also one of fewer than 500 Fellows of the Personal Finance Society (PFS), with advanced qualifications in all aspects of Pensions.

Alistair holds advanced level qualifications in the key areas of:

1. Taxation & Trusts
2. Personal Investment Planning
3. Investment Portfolio Management
4. Long Term Care planning

Our client service team of 3 administrators is fully supported by our increasing use of state of the art software to offer up to date investment valuations and financial planning reports.

Alistair contributes regularly to the press and other public media and has been asked to provide investment based articles to such finance publications such as ‘New Model Adviser’. Copies of articles are either available as downloads from this website, or in hard copy by request. Finally, we have a clear and transparent remuneration policy so that our clients know how much we are paid and what work we undertake for them.