About Us

A great majority of our clients have been referred to us by our existing clients and our professional connections including accountants, solicitors and other financial advisers. As a small team, we are able to provide a very personal approach to you as an individual, family or business.

We’re authorised and regulated by the Financial Conduct Authority – so you can trust that our advice is high quality and truly independent.

We are fiercely committed to giving you the best, impartial advice specifically tailored to your needs and attitudes towards risk. We take time to listen and understand your personal situation and consider your needs, goals and aspirations.

Many people come to us because they’ve taken on various products over time and lack a ‘joined up’ approach to managing them.

You may have investments, policies and arrangements that have accumulated over the years. These may well have been explained and right for you at the time but it is important to keep reviewing your financial situation to ensure your money and assets are being well looked after. Now could be the right time to tidy up those finances and tie everything together.

We can then help you work towards your own goals – rationalising what you have, and advising on how to get the best from what exists and what’s available.

It’s a holistic financial planning approach – so we look at the whole market with an independent eye. When you have everything under one roof, so to speak, you get back control and comfort. We report regularly on progress and new opportunities, so you know your financial position at all times.

The majority of our clients come to us for four main reasons;

· Savings and investment advice.

· Mortgage and equity release advice.

· Retirement planning advice.

· Insurance and protection advice.

These can lead on to our advice across a range of areas, which include but are not limited to:

• Wealth management of pensions, savings and investments

• Lifestyle and income protection plans and other insurances

• Pension plans, consolidation and advice – including equity release

• Financial budget plans and reviews

• Residential, buy to let and commercial mortgages

• Financial planning after separation or divorce

• Tax, estate planning, wills and probate

We don’t charge for the initial meeting where we get to know each other and look at what we can do for you.

So it may be the right time to come and sit down with one of our advisers. To make an appointment for your free initial consultation please call 01823 663174.