About us

A Winning Team

We’ve been working with our clients for over 28 years now. And many of them have been with us since the beginning.

We put our success down to building close relationships with our clients, as well as the knowledge and experience of our team.

Hilary Carden

Hilary Carden

Managing Director

Michael Carden

Michael Carden

Investment Director

Sharon Redman

Sharon Redman

Client & Office Manager

Rob Carden



You Want...

What our clients say...

Hilary’s advice to set up a pension fund through my business has stood the test of time and proved to be one of the best decisions of my life.​

I am so pleased to have Hilary and her team looking after my affairs. I don’t believe I could ask for anything more.

Hilary and her team are great at putting their clients at ease and take time to get to know them personally and individually.

Refreshingly straightforward, insightful financial advice and support that helps you get unstuck and start thriving.

Effective yet simple ‘Sleep soundly’ solutions that don’t cost you a small fortune in fees and charges.

These are a highly tax efficient wrapper, not a product so we ensure you take full advantage of this.