We’re Celebrating Our First Year in Business!!

From growing our client base to being nominated for two business awards, it’s been an amazing maiden year!

Back in April 2018 we never would have imagined it possible when we made the decision to go it alone, but we have had many memorable experiences, met many amazing people and discovered an enormous wealth of entrepreneurial spirit within the local business community.

We credit our growth and success to focusing on providing a friendly, flexible and personable service. The main reason for so many of our clients coming to us is that they want a local advisor who they can sit down with on a regular basis and talk candidly to about their business and that’s exactly what we provide.

Our decision to shun remote working and operate on an ethos of old school values combined with new school technology has allowed us to provide bespoke solutions that are completely tailored to our clients individual needs, promoting efficiency, confidence and transparency.

This combination has seen us nominated for a prestige ICB Luca Award for New Practice of the Year 2018 and for New Business of the Year at the Exeter Living Awards 2019, alongside becoming an #ICB100Women and being featured in PQ Magazine.

We thank our amazing clients for their continued support and look forward to another amazing year in business!

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