The practice was established in 2001, initially with the remit of providing financial planning services and independent financial advice to the Clients, Partners and Staff of Solicitors in the East Kent area.

This remains a major focus for us, with a long established legal practice - Tassells of Faversham (established in 1792) - providing two directors and we now look after clients for not only a number of legal practices but also accountancy practices. The firm is however wholly owned by it's staff and directors as we do not believe in potentially compromising our independence by allowing insurance companies or other financial institutions to own part of our business as is common elsewhere.

We are obviously also pleased to take on new clients other than from our professional practice connections, whether we are recommended by existing client's or where they may find our approach and services to their liking.

We are not constrained by the location of our clients as we hold meetings in many office locations across the South East, as well as in the City of London. In addition we are happy to visit clients at their home or office and also use technology to help deliver a high quality service no matter a client's location. Do not therefore let any remoteness to our two offices discourage you from considering us.

We operate as independent financial advisers on a fee only basis, although we happily use any available commissions on arrangements to reduce or offset our fees to you. You can read further about how we are paid here.