Independent, tailored financial advice and wealth management you can rely on

We offer a boutique service and look after a select number of clients.

These tend to be people with higher incomes or with more than average capital. We aim to help them resolve often complicated financial situations, as well as more straightforward matters.

We take time to get to know you face-to-face.

We believe this is the best way to build trust and confidence; it gives you chance to get to know us too. With a clear idea of your circumstances and lifestyle, we can give you advice that’s tailored to your needs.

Don’t worry if you find financial planning confusing

Or if you haven’t the time to find out more. We aim to take the complexity out of investments so you can make truly informed decisions.

Many of our clients are business owners or company directors.

We’ve advised them on corporate finance such as group pensions and income protection, as well as their personal investments.

We’re here to advise and support you as much or as little as you need.

And we’re happy to work with your other professional advisors such as your accountant and solicitor.

Our clients are our best advertisement

Customer service is a concept we truly understand. We’re not happy simply meeting our clients’ expectations: we want to exceed them.

We charge for the service we provide; not for the products we sell. We agree service levels with you so you know what to expect and have something to measure us against.

So when we say our service is first class we really mean it. It’s why our clients stay with us.

In feedback from our clients one word crops up again and again: integrity. It’s through our integrity that we’ve built strong, long-term relationships with clients who trust us to manage their savings, investments and financial planning. What’s more, they are happy to recommend us to their family, friends, and colleagues. Define has grown mainly through personal recommendations from clients who have benefited from our advice.

“Simon has really gone above and beyond what I ever be expected. His services are second to none.”

Nina Dawes - Private Client

"Simon acted extremely quickly and efficiently to deliver excellent results ahead of schedule in what was a challenging deadline. Without his help I would not have achieved my objective. First class service."

Alan Chesterfield - Tax Assist

“Simon has carried out work both for myself and my partner and also for a number of my clients, and has provided the highest quality of service.”

Amanda Jackman – AJJ Accountancy

“I just wanted to drop you a line to thank you for all the fantastic work you do with my modest portfolio. You are certainly making me feel so much more secure in my, hopefully, upcoming retirement." "Both professionally and personally you are an absolut

Miss K S, Epsom