Our expertise is at your
All our advisers are
qualified and look to provide you with professional and
impartial advice. We always look to find solutions for your
needs that work throughout the many different stages of your
Insurance and Investment products differ greatly in areas
such as tax treatment, charges or investment returns. We
constantly monitor the whole market to ensure you receive
advice about the product that best meets your needs.
As Independent Financial
Advisers, our business has no links or ties to any one
product provider. We can access Life Assurance, Pension or
Investment products from across the whole marketplace. This
means we can choose from amongst 47,000 financial products
to provide the best for you.
A free initial
consultation, without obligation
There are times when it
can prove difficult to establish your true financial needs.
You may want an expert to consider whether or not your
finances are in order or to point out if you need to take
We offer a free initial consultation, of up to half an hour
in length, to consider your personal circumstances. Our
consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you
would prefer it is possible to hold a consultation over the
In a similar way as the medical profession, there are
differences between the manner in which financial planners
operate. Some can be viewed as general practitioners, whilst
others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally
requires us to consider all aspects of their financial well
being. We are careful to ensure that we highlight any
protection needs, investment or tax saving opportunities
that exist. This level of service demands the general
financial planning skills that we have built up over the
years our business has been in operation.