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Since founding in 1987 the group has grown from a one-man business to 61 staff, Directors and Partners spread across eight separate locations across the globe.
Our headquarters are in the United Kingdom (Cheshire); we also have other UK offices in Yorkshire and London with international offices in Australia, Canada, France, The Netherlands, South Africa and the USA. You can visit our dedicated micro-sites at the links below.
Established in February 2006 our Australian personal financial planning business is now located in Perth under the supervision of our Australian Director Dave Stone. Our main speciality is advising clients who emigrate in to Australia.
Our business in Ottawa managed by Ron Hooper and specialises in providing employee benefits to Canadian based employees of International companies.
Based on the outskirts of Johannesburg our South African financial planning practise is focused upon providing outgoing South African emigrates with a range of services and advise they need to successfully relocate overseas.
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