In 2008, Fort Financial Planning along with a group of other like-minded professionals formed a study group to connect their firms. These advisers faced similar business challenges as they moved from a traditional financial services model to an independent fee-based advisory business. They also had compatible investment beliefs and high standards for client service and fiduciary responsibility.

The members began meeting periodically to share investment information and discuss business strategy. They also challenged one another to maintain high standards of business integrity and professional accountability. Over time, they discovered that by pooling their knowledge they were able to create robust lower-cost investment strategies and achieve economies of scale unavailable to individual firms.

In April 2015 the founding members decided to officially name the association as The Trusted Adviser Group (TAG). Our organisation has members throughout the UK.

Today, many financial services providers offer fee-based services but TAG member firms are in a class by themselves. As strong believers in wealth management, lifestyle financial planning and an evidence-based asset management, we want to spread the word about how this approach will maximise the chances of you successfully achieving your financial goals.

Holland Hahn & Wills LLP
2 High Street Hampton Wick
Surrey                                                                                                                                                   KT1 4DB

Tel: 020 8943 9229                                                                                                                      Fax: 020 8943 9334                                                                                                                   Email:                                                                                                  Website:

Lexington Wealth Management
Orchard House
Bagbury Lane
Lydiard Millicent

Tel: 01793 771093                                                                                                                         Fax: 01793 477 966                                                                                                                     Email:                                                                                        Website:

Duckworth Alexander Ltd
13 Kingsknowe Park
EH14 2JQ

Tel: 0131 443 3989
Fax: 0131 443 3951                                                                                                                          Email:                                                                            Website:

WFW                                                                                                                                            Electric House
Lloyds Avenue

Tel: 01473 231644
Fax: 01473 213111                                                                                                                              Email:                                                                                                          Website:

Brett Investment
5 St. Dunstans Lane

Tel: 01896 822520
Fax: 01896 822437                                                                                                                       Email:                                                                                                   Website: