We are a firm of independent Chartered Financial Planners and Discretionary Investment Managers. Originally founded in 1988, by Moore Stephens Chartered Accountants, we are now independently owned and we manage funds in excess of £550m for more than 2500 clients. Our in-house Discretionary Investment Management Service was launched in 2006 and has successfully navigated its way through the financial crisis and various other economic and political events, delivering reliable benchmark beating returns.