We are fee-based Independent Financial Advisors based between Newport and Cardiff. We were founded in March 2001 by the partners of Kilsby & Williams LLP, a firm of Chartered Accountants and experienced Financial Planners Simon Gould and Andy Gait. Since inception it has been important to us that our business proposition be aligned with that of the accountancy practice whereby we charge a fee for our time spent with clients rather than be rewarded with a payment for the successful sale of a product to customers.
We have been awarded the prestigious Chartered Financial Planners status confirming our professional standing alongside accountants, solicitors and surveyors. In 2017, for the second year running, we were confirmed as one of the top 100 Independent Financial Advisor practices by New Model Advisor. We have also been accredited with British & International Standards.
Our staff are committed to improving their skills and knowledge by continuing progression towards further financial qualifications. The firm has over 150 years of financial services experience amongst the staff. We now have over £180 million of clients’ money under management and are focused on helping our clients to achieve their personal financial objectives through our integrity, skill, diligence and experience.