We help companies and individuals to make tax-effective long-term plans for their money, and to protect themselves against life's unexpected problems.
We are an Intergenerational, family-run business founded and led by a father-and-son team (Eros and Alessandro Simone), the firm literally practices what it preaches. This unique structure blends industry experience with long-term continuity, giving clients an advisory relationship that they can rely on for decades. We are based in Maidstone and Norwich, and cover East Anglia and the Home Counties in person, and the whole country by Teams/Zoom.
**Jargon-Free Clarity**: we are committed to breaking down complex financial concepts into plain, accessible language. We simplify personal finance so that you can make truly informed, confident decisions without the confusing industry slang.
**True Relationship Continuity:** Unlike corporate firms where clients are frequently shuffled between changing advisers and account managers, we focus on establishing deeply personal, one-to-one relationships built on accountability and trust.
**Our Services**
Retirement & Pension Planning: we help you to navigate pre-retirement and post-retirement so you can draw your pensions efficiently and make it last longer.
Investment Management: we'll help you build a disciplined, goal-aligned investment strategy tailored to your specific risk tolerance and priorities.
Inheritance Tax & Estate Planning: we'll help you to efficiently pass wealth to the next generation and minimize tax burdens for your loved ones
Personal Protection Insurance: putting in place crucial safety nets (such as life insurance and serious illness cover) to safeguard your family or business.
