About Us

We were established in 2012, when Kaye Crush accepted an invitation to join St. James's Place. Today, we are a family-run Practice based in the heart of Winchester, Hampshire, centred on the belief that good financial advice changes lives. 

Over many years of providing financial advice, we have seen many changes to the financial markets, but some things remain constant. When you seek financial advice, you want to be treated with respect, you need a clear understanding of the recommendations being made, and you want to be helped by someone you can trust.

Planning for your future, whether for yourself, your family or your business, is one of the most important steps you will ever take. Another is ensuring these plans remain effective in the future, no matter how your circumstances change. 

We pride ourselves on building long-term relationships with clients, and will provide you with comprehensive, guaranteed advice, bespoke to your personal circumstances, helping you and your family along your financial journey towards creating the future you want.