We Are

Tailored advice since 1984. We’re a trusted firm in the Surrey area and will help you concentrate on the important things.

Who We Are

Our History

Nestled in the heart of Chobham village, we were founded by the late Ken Bray in 1984. Ken’s sheer hard work, persistence and determination, coupled with his charismatic personality and desire to make a difference to people’s lives, meant that he was able to grow his business into the successful firm it is today.

We are now led by Nick Swartout and Ken’s wife Lucie, supported by a fantastic and carefully chosen team. We pride ourselves on our traditional values, high levels of service and always ensure our clients are treated as we would want to be.

What are the benefits of working with Nick, our Chartered Financial Planner?

  • Nick is committed to continuous development
  • Nick offers the highest levels of expertise and technical knowledge when it comes to working
  • Nick observes a specific code of ethics