Ian Boag established the business in 1988 after many years advising clients within various financial services businesses. His aim was to provide the best advice and personal service, build long-term relationships based on mutual trust and ensure that every client enjoys the peace of mind of knowing that their financial future is in safe hands. These principles remain the corner stone of our business today.

As a Partner Practice of St. James's Place, we believe that we can offer the ideal solution for our clients, combining our small business personal service and intimate knowledge their circumstances with big business resources and support. We believe that this helps us provide the best possible financial outcomes for our clients.