About Us

Company History

We are Independent Financial Advisers established in January 1995 and based in the City of London. We provide a range of advice to Private and Corporate Clients.

We are completely free of proprietary links so you can rely on the total independence of our qualified experts who advise on the complexities of asset management, retirement, tax planning, life assurance and long-term illness. Our advisers are supported by a blend of youthful and experienced administration staff.

Key Personnel

John Eames DipPFS Managing Director	Anne Ratnam DipPFS Consultant
John was a founder director of the company. He specialises in providing advice to private individuals and companies on investment planning and pensions. John has over 30 years experience in financial services. John is a member of the Chartered Insurance Institute and Personal Finance Society.	Anne has 26 years experience in financial services, which includes working for a major life insurer. She specialises in pensions, employee benefits, investments and inheritance tax mitigation. Anne is a member of the Chartered Financial Analyst Society of the UK, Chartered Insurance Institute and Personal Finance Society.

Please contact us to learn more about our services.