Authorised and regulated by the Financial Services Authority

    Advice & Planning

As Independent Financial Advisers (IFA’s) we are duty bound to provide you, our clients, with the best possible financial solutions to your needs, as we always strive to deliver clear guidance in plain English to assist you in satisfying your personal or corporate requirements, aims and objectives.

We are authorised to advise on investments, regular savings, life assurance, income protection, critical illness, pensions, annuities and *mortgages. We provide independent, comprehensive and unbiased advice to all our clients, which means we always ensure our recommendations are thoroughly researched from the widest range of products available and take great personal pride in the quality of our service. We deliver consistently high service levels to all our clients by taking the time to understand your financial planning needs. We are proud to say that we retain more than 85% of our firm’s clients, whom usually recommend us to their family and friends. In our modest opinion this is solely due to our down to earth approach and highly professional service.

For your own convenience you can decide how you would prefer to pay us for our work, as we offer all of our clients, at outset, a choice of either commissions or fee-based advice. The initial explanatory review is always free to all our clients, and carries no obligations. Office or home visits are available whenever possible by prior agreement.  *Written quotations available on request. *YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.