The company is owned and run by David O'Shea and Ivor Harper. Our independent status means we have no ties with any investment or insurance companies, the only interests we serve are yours.
We help people with their finances and investments from all walks of life, working extensively with clients from diverse backgrounds - from those just starting out and right through to people who have retired and want to make the most of their wealth. Have a look at 'Our Specialities' and discover some of the key areas we focus on.