Our values guide the way we do business. They are our culture and built from the years Kevin served in the military. Across the business we hold ourselves to these standards and is what you can expect from us.

Trust – We know we need to earn this from you. It is not a given. We believe that it comes from genuinely listening and putting your interests first. Always. You can expect us to be transparent and confidential.

Integrity – By this we mean always doing the right thing even when no one is watching. We stand by honest appraisals and having truthful conversations – even if that means tackling difficult subjects. We do this because we care.

Professionalism – Ongoing personal development across all of our staff is vital. We are committed to the highest professional qualifications and standards and keep up to date with the latest developments – and we know the Government always change something! We proactively bring these developments to you when appropriate to help you make the most of your money.

Service – We are here for you and your family. Our service is tailored to you, value driven and client-focussed. We welcome our regular contact and answering ad-hoc queries as they arrive.