About Us

We have decades of experience advising clients on how to make the most of their money. We strive to help you plan the most tax-efficient way of achieving your financial goals; be that offshore, onshore, under trust or in conjunction with your own private fund manager.

Tom KeanTom has worked in finance since 1987 and has a wealth of experience, particularly in relation to complex investment and pension planning aligned to inheritance tax mitigation and Trust management. He is widely published in the financial press and is a vociferous critic of the political side of the profession. Tom also co-founded The Henley Swim in 2004, which is now a large and established summer open-water event in Henley, raising many thousands of pounds each year for various charities.


Tom's Linkedin Profile:

Tom Kean


Jonathan Walne Jonathan has been an independent financial adviser since 1984 and is a Chartered Financial Planner. He specialises in planning for clients at, or in, retirement: helping them to make the most of their pension funds and investments, and pass assets on to their families. He also runs seminars and courses on pensions and retirement planning. Outside work, Jonathan will often be found on the water, in the gym, or in the café at Marlow Rowing Club.


Jonathan Walne

Chartered Financial Planner

Our Happy Clients:

I am very grateful to you and your team for the excellent customer service and hard work you have put in.

Thank you for all your hard work on my behalf. I am very happy with everything we decided on and will have my pen in my hand ready and waiting.JB
I believe you are doing your best to protect your client's interests, which I have always found to be true.