Who are we?

We are independent financial advisers that consider and recommend a wide range of retail investment products, aiming to meet your monetary needs and objectives. We provide unbiased and unrestricted advice to clients in the Hertfordshire area, considering multiple products from a wide range of businesses across the market.

For more info on different types of investment advisers please see here

Our talent

David Hyman, our expert financial advisor, has been working in the industry since March 1988. He has a large portfolio of loyal clients of whom he helps with a diverse set of financial services. David specialises in retirement planning, business protection planning, pension transfers, high net worth individuals, investment planning as well as general financial planning.

His professional qualifications include the following:

  • Chartered Insurer
  • Associate of the Chartered Insurance Institute (ACII)
  • G60 Pension Transfer Specialist Consultant 
  • Diploma in Financial Planning
  • Certificate in Life and Pensions
  • Financial Planning Certificate
  • Certificate in Mortgage Advice
  • BA (Hons) Economics from Manchester University

Need assistance?

If you are not already an existing client and are interested in receiving advice then we welcome you to set up an initial consultation today.

To set up an appointment with David, click here.