About us
Our offices can be found in Barnsley, shared with Harris+Co Accountants.
We are incredibly proud to advise and assist many individuals and businesses in the local community and the surrounding regions. With technological progress in recent years, we are also able to advise clients located all around the country.
As a privately owned, independent financial advice business, we are able to conduct research across the whole of the market to provide you with unbiased, holistic advice.
Working closely with accounts and tax colleagues where appropriate, we are able to offer our financial planning services. This provides the scenario of having a close relationship that may be associated with a ‘family-run firm’ allied with the expertise and support of a much larger business. We have big firm expertise, with small firm values.
We can offer both face-to-face meetings (along with a cuppa!) at our offices in the heart of Barnsley and a completely online experience, to suit your needs. An initial meeting, to discuss your personal circumstances and explore whether we can add value to your affairs, would be at our cost and without obligation (so the only cost to you would be your time).