Independent advisers with exceptional expertise in all main areas of estate planning, pensions, tax and company law.

Our Services

Here to help with your financial & estate planning needs.

Our adviser Richard Bishop has over 20 years experience in financial services, he’s recognized as a leading financial adviser in the industry. He’s a regular columnist for many of the leading financial publications including the Financial Times. He has lectured in financial planning at Coventry & Wolverhampton University.

Richard is an Affiliate member of STEP, the world’s leading organisation for advisers who focus on family inheritance and succession planning. He is also a member of the London Institute of Banking & Finance and holds many advanced qualifications in both financial planning, trusts & taxation.