Our Firm
Anthony Harding founded the company in 1983 and has since developed a strong client base, many of whom have been with the firm since the earliest days.
Based in Winchester in Hampshire, we naturally have large numbers of clients in the Central, Southern area of the country. Within reason, however, distance is no obstacle, and we also have many clients further afield for example in London, the South East and the Midlands.
Advising on and arranging investments is a major part of our activity, and it is typical of our approach that we have established our own OEIC fund of funds, The Discovery Fund, which places us at the leading edge of investment management in this area.
We are proud of the fact, and it tells you much about us, that we are the first firm of financial advisers not owned by a solicitor or accountancy practice to have become a member of SIFA - Solicitors for Independent Financial Advice.
This, with our active involvement in the Institute of Financial Planning underlines the high standards of our work, and significantly reinforces our professional commitment.