On a cold winter’s night in November 1987, I met someone who would never know how much of an influence they would have on my life for the next 35 years in referring me to Royal Life for a new career.

I started as a trainee financial adviser with Royal Life/Royal Insurance and served my apprenticeship with pride.

Then as the market was changing and Royal wanted to change the way they provided advice and the new millennium was upon us, I started to hone my skills as an Independent Financial Adviser.

Then in December 2002, a decision was made to open an Independent Financial Adviser practice in Woolton, in South Liverpool.

The biggest decision that was made was to ensure we were authorised & regulated as Independent Financial Advisers, ensuring we acted on behalf of our clients and not represent any Insurance Company or Bank or any type of financial institution.

Too much has happened in the last 20 years to cover in this short blog, but suffice to say, today we are the better for it and the experiences we have been involved in whether good, bad or indifferent have never swayed us from providing independent and unbiased advice to our clients.

The last 20 years have been fantastic in many ways and would not have been possible without the many clients we have looked after and continue to do so and the support they have given.

We are looking forward to providing a personal service for many more years and generations to come.

Thank you to everyone that has supported us.

Regards Wayne & Team