Who We Are

"The innovative solutions and forward-thinking approach revitalized my view on holistic advice. The results speak for themselves, and we, my clients and I, couldn't be happier with the outcome. This brings balance back to financial advice where both parties win."

Robert Green

Adviser

"Having not brought FX to my advice offering before, I now realize how I have missed out. I believed most people either did FX themselves or had a specialist broker only for the reserve of the uber wealthy. With these tailored solutions and state of the art methods, getting into FX has exceeded our expectations. And, there is no need to lock the client into long term contracts synonymous with the IFA world."

Brandon Colley

Wealth Manager

"Choosing a portion of my clients portfolio to invest in FX has been amazing. Not just the returns but the fact I am not locking up his capital should cash be needed in future. Couple that to the ongoing revenue ... brings so much more stability to my IFA life."

Jovita Sharma

Wealth Manager

"Finally a change from the hum drum of structured notes, loan notes, passports, property deals in the north etc. It is good to be a financial adviser on financial matters again and in one of the most dynamic sectors of the global industry. Cannot understand why this has been overlooked for so long by the industry."

Alex Terry

Portfolio Adviser

"This gives me something to talk to my clients about since most of the other stuff is slow burn, will take years to materialize, pretty boring returns and this allows me to open doors to clients/offices that I could not have dreamed before with the usual offering that I had."

Colum Crowley

Adviser

"I just like getting paid direct, simple as that!."

Craig Jones

IFA