We’re Committed to You

Our focus is solely on you and your needs, allowing us to operate in a manner that means we are always maintaining our integrity as independent advisers. We have core values and we take them very seriously; in everything that we do. Whether you are an employee, a client or a partner, we are committed to ensuring your best interests come first.

Our Company Values

Our agenda is simple. We continue to demonstrate the highest standards of service, advice and ethics within all areas of our business operations. All of our financial planners, analysts and support staff work together to pioneer transparency and honesty in all we do.

Our core values include:

  • Integrity

    Our focus on continued service to our clients is essential for fostering trusted and long-standing professional relationships

  • Quality

    We are driven by a desire to provide our clients with the best. This means maintaining a quality service in every interaction.

  • Tailored advice

    We continually analyse the marketplace to ensure the delivery of only the highest-quality, most suitable product and service options across the whole of market

Our Dedicated Team

Meet The Team

All our employees hold our company culture at heart, and it is these committed individuals who have helped to build our business.

Working With Us

Career Opportunities

Join our dynamic and continually growing team of independent financial planners and dedicated client managers.

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What Our Clients Say?

‘John Glavey has successfully managed my pensions and investments for more than 20 years. Despite turbulent financial times I have been extremely pleased with the performance I have received and the service that John has given me.’


Oxfordshire

‘We recently had some advice from Andy; he came to our home listened to what we wanted, didn’t try and sell us anything else, found us what we were looking for and he didn’t charge us for an appointment. Now, because he was so good, we’re looking at arranging our mortgage with him. I can’t recommend him highly enough.’


Burntwood

‘I have been delighted with the quality of advice and the level of service I have received. As a result, I am confident that my financial affairs are being much better handled than I could ever do myself. At a time of very low interest rates and global uncertainty, the advice I have received has sustained and grown my portfolio in a very satisfactory way.’


Worcestershire

‘John Glavey has been our personal IFA for over 30 years. In addition, he acted for 40+ employees of companies of which Mr B was a Director. His advice and actions has made our retirement financially comfortable. Throughout those years his attitude has been relaxed but positive and we always had the feeling that he was maintaining his knowledge of trends and changing investments where appropriate. His up to the minute qualifications corroborate that.’


Oxfordshire

We're Here to Help

Contact Us Today

We are always eager and available to meet with you to discuss your financial objectives and assess your current strategies. No question is too big or too small. The first consultation is always free and comes with no obligation. If you'd like to speak to one of our expert financial advisers, get in touch today.