We are an independent family run firm, founded in 2013 by Nigel and Jill Dixon. Originally based in Devon we now have offices in Kingsbridge, Newton Abbot and Bristol.

We look after clients throughout the UK and Europe. Our regulated advisors are LIBF or CII qualified advisors and we have in excess of 65 years of experience between us. 

We are directly Authorised by the FCA to provide whole of market advice.

We pride ourselves on providing outstanding customer service in order to ensure that all of our clients are 100% satisfied.