The company is an integral part of the Derek Young & Co, Accountancy practice, which has been helping clients since 1963. This offers unparalleled access to expertise & Knowledge within the firm not only on financial products, but also the potential impact of these on both individuals and businesses.

Use of the technology is paramount within the firm, giving access to numerous research tools and information, as well as a comprehensive client database and on line "real time" valuations of investments.