Exchange Street Financial Services is 10 year’s old; today!

Exchange Street Financial Services is 10 year’s old; today!

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Ten year’s ago Robert Perry and Andy Taylor set up Exchange Street Financial Services. Our big accounts at the start of 2008 were firms like Alexander Forbes, Co-Op Bank IFA, Standard Life Private Client Management and Private Banks like Kleinwort Benson seeking to get established outside of London. Within 12 months they were either gone, sold or in retreat. So to say we are proud to still be here, doing well and working with the biggest names in the industry is somewhat of an understatement.

Thank you to all those individuals that have supported us throughout this turbulent decade (Credit Crunch, recession, Retail Distribution Review etc.) and we look forward to working with you for many years to come.

Happy birthday us.