About us

We are an established firm of independent financial advisers (IFA) based in Epsom, Surrey. As Independent Financial Advisers, our business has no links or ties to any one product provider, and we can access products and services from across the whole marketplace to find the best solution for you.

Collectively, Adrian Taylor and Greg Simmonds have over 35 years experience in financial planning.

Greg Simmonds is a Chartered Financial Planner and Associate Member of the Chartered Insurance Institute and Personal Finance Society.  As such, he is qualified to advise on investments, pensions, life assurance, retirement benefits and Flexible Access Drawdown, inheritance tax planning and trusts.

Please explore our website to find out more about the services we offer or call us to arrange a free, no-obligation meeting. For more information on our fees please see the “The Next Step”.