About Us

We constantly strive to produce the best results and provide a service that exceeds our clients’ expectations.

Our approach is to be adaptable to client needs and integrate these with the expertise of our consultants to provide the prime solution.

The key to our organisation’s success is our people, all of whom have the qualities and experience to provide a first class experience for our clients. You will find summaries of our key people here, or alternatively use the drop down menu that appears under the “About Us” link.


“Cris’s help and guidance was invaluable in preparing me for all three exams. I appreciate the effort he put into making the classes interactive and enjoyable, as well as his availability via email throughout. It has been a long process but Cris’s ability to focus on key areas made things a lot easier.”

Andrew Carver – Chartered Wealth Manager Qualification – Overall Winner CISI Awards Ceremony 2014