Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1975, we are an employee-owned financial advisory firm with over five decades of experience in providing independent financial guidance. Our team of award-winning professionals specialises in tailoring financial strategies to individual client needs, managing over 1 billion in client funds under advice. Regulated by the Financial Conduct Authority, we prioritise transparency, client-centric service, and long-term financial planning. Our approach focuses on simplifying complex financial concepts while delivering honest, jargon-free advice.With a heritage rooted in client trust and professional integrity, we address key financial areas including investments, pensions, and asset protection. Our expertise spans multiple life stages, from early savings habits to retirement planning strategies. We maintain a steadfast commitment to navigating financial markets with clarity and purpose, ensuring clients receive actionable insights grounded in real-world applications. Our regulatory compliance and industry recognition underscore our position as trusted advisors in the financial services sector.
Services
Financial Planning
Investments
Pensions
Asset Protection
Details
- Year established: 1975
Highlights and features
- We have over 50 years of experience in independent financial advisory services
- Our employee-owned structure prioritises client interests above institutional pressures
- FCA regulated with proven track record managing over 1 billion in assets
- Specialised expertise across all financial life stages from start-up to retirement
- Award-winning team of financial professionals with client-centric approach
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We create comprehensive financial strategies tailored to individual circumstances. Our approach addresses short-term needs and long-term objectives across all life stages. Clients benefit from structured guidance on savings habits, investment growth, and retirement income planning.
Investments
Our investment strategies focus on diversified portfolio construction aligned with client risk profiles. We monitor market conditions to optimise growth potential while maintaining disciplined asset allocation strategies. Clients receive regular performance reviews and market insights.
Pensions
We specialise in pension consolidation and income planning strategies. Our advisors help clients maximise retirement benefits while navigating complex tax regulations. Services include state pension optimisation and private pension scheme management.
Asset Protection
Our protection strategies safeguard financial assets against unforeseen circumstances. We advise on appropriate insurance solutions and estate planning techniques. The service focuses on maintaining wealth continuity for future generations.
People
Alan Steel
Founder
Founded the firm in 1975 with a vision for transparent financial advice. His legacy continues through our employee-owned structure, ensuring client-focused service remains paramount across generations of advisors.
Steve Forbes
Financial Advisor
Award-winning advisor with extensive experience in financial planning. Regular contributor to industry insights, specialising in market analysis and long-term investment strategies tailored to individual client needs.
Questions
What financial services do you specialise in?
We specialise in four core areas: Financial Planning, Investments, Pensions, and Asset Protection, tailored to individual client circumstances across all life stages.
How does your employee-owned structure benefit clients?
As an employee-owned firm, our advisors maintain complete independence from institutional pressures, ensuring recommendations prioritise client needs rather than corporate interests.
What makes your approach different from other financial advisors?
We focus on plain language communication, avoiding financial jargon while delivering honest advice grounded in over 50 years of combined industry experience.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No: 114423), ensuring compliance with strict professional standards.
How do you handle investment management?
We manage over £1 billion in client funds using diversified strategies tailored to individual risk profiles and long-term financial objectives.
Reviews (1)
Seligman Ventures Global
Feb 22, 2022
Report
Here is how I feel about AS. If a company consistently fails to return emails/calls at the sales end of the process, you have to ask yourself. what will it be like once they have my money?
