With a unique journey that began at a young age, our founder Marilyn's path led her from a convent school to a remarkable career in the financial industry.
From her early days in City, Foreign, and Private Merchant Banking, Marilyn gained invaluable experience working with corporate entities and affluent individuals. Alongside her husband, who also had a background in banking, she was enticed by the Canadian Government to relocate to Canada, where she eventually obtained Canadian Citizenship. During her time in Canada, Marilyn had the opportunity to work with both small family businesses and large corporate clients, culminating in her leadership of the top mortgage department in British Columbia.
Upon returning to the UK, Marilyn, now married with a young child, set her sights on establishing a boutique-style Independent Financial Advisor (IFA) practice in Cheltenham in 1992. Our practice has always prioritized quality over quantity, with no desire to boast about our achievements or pursue rapid growth. Instead, we have focused on building strong relationships with a client base consisting of medium to high net worth individuals. Over time, we have been fortunate enough to serve not only our clients but also their future generations.
