About us

We help people from all walks of life achieve more from their finances and their futures.

Our story

We’ve been providing independent advice since 1931. Throughout the decades, we have continued to maintain the core values that Arthur Brown himself held when he first signed the paperwork for his business: professionalism and quality customer service.

Today, we help people from all walks of life achieve more from their finances and their futures. From retirees in the UK to British expats in Europe, we treat every single client as we would like to be treated ourselves – with a personalised, tailored approach.

Lifestyle financial planning

Planning for your future can be daunting. Often, it's hard to see how all the pieces of your finances slot into place. Questions like "Am I saving enough to retire at 57?" or "Do I have the right protection in place?" can be difficult to understand. Financial planning can help you make sense of the wider picture and create a roadmap for success.

We focus on people, not products. For us, it’s more important to consider your objectives and how your life will change when you meet them, as opposed to simply chasing returns. Real financial planning is about what you and your family want from the future, and structuring your finances in a way to make that possible.