Over 50 Years of Expertise.

We are a small, independent firm dedicated to protecting your wealth and planning your future.

Our History: Evolution, Not Revolution

ARM Associates has been a trusted name in financial advice for over 50 years. Originally established as a Partnership, our firm has served families and businesses through decades of market changes, always guided by a simple promise: to treat your wealth as if it were our own.

A New Chapter 

Recently, we marked a significant milestone in our history. Following the retirement of our founding partner, the business was restructured from a traditional Partnership into a Limited Company.

While our legal structure has evolved to prepare the firm for the next generation of service, our core DNA remains unchanged. We are the same small, independent team, upholding the same values of integrity and personal care that have defined us for half a century.

We view this restructuring not as a new beginning, but as a commitment to the future—ensuring we are here to support you, your children, and your grandchildren for decades to come.

We believe that great financial advice isn't about selling products; it's about solving problems.

By truly understanding your ambitions—whether that is buying a dream home, retiring in comfort, or protecting your loved ones—we provide tailor-made solutions designed specifically for you.

We combine deep industry knowledge with extensive research to ensure your money works as hard as you do.