pictureWe believe great financial advice is at the core of building a more certain financial future for our clients. We have a team of highly qualified financial advisers with access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us.

Would you like to work together and look to secure your financial future?

We believe in making money work for you.

We help wealthy families retain their wealth for future generations.

We believe everyone over 50 should have a retirement plan that delivers the income necessary to allow them to live a comfortable life in retirement.

Helping you make your financial goals come true is what our business is all about!

What is meant by independent financial advice?

An independent financial adviser would check your entire financial situation, suggesting a suitable strategy by researching the whole of the market for the best financial product to meet your needs. We will be asking you a number of questions about your financial situation so it is important that you have the relevant information as we offer tailored financial planning to your unique circumstances. You can be confident that we will always be working with your best interests in mind by not only offering initial advice but also inviting you into regular reviews.

Why is it important to review your financial situation?

Too many people take out investments then leave those plans in a draw never to be reviewed. This in our opinion is a mistake as your personal situation may have changed considerably since you took out your investments and pensions. It is also a fact that the funds within your investments will also need regular adjustments, and so we offer all clients an annual reviewing service to take account of these changes.

What areas of financial planning do we cover?

We specialise in giving independent financial advice in investments, pensions, annuities and can look after any size of estate. We will also work with your own Accountant or Solicitor but if you require it, we can also make recommendations through our network of professionals who we work closely with to provide a unique service of wealth management.

We can provide broker services in connection with Mortgages and all forms of protection policies, including Life Insurance, Income Protection and Critical Illness Cover.

The Myth of Online Information or Advice

Some believe that online information offer lower costs to clients who deal direct with the provider without taking independent advice. The reality is that no advice equals no consumer rights and we can in the majority of cases offer more competitive quotes anyway. What is more, we provide the valuable tailored tax and trust advice that is not offered by online information services.

How much does advice cost?

We offer a full fee charging service in connection with investments and pensions and can work on hourly rates or fixed fees depending on the type of advice required.

We will always offer a free initial appointment to assess your needs, at that meeting; we will talk you through our competitive charging structure. Using the services of an Independent Financial Adviser cannot only provide you with some of the best investments in the market place; it can also save you money on charges in comparison with Banks and Building Societies. For further details please contact us via the contact form below or telephone us on 01473 276141.

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Contact us

To arrange a free initial consultation call 01473 276141 or complete the enquiry form below.

You may wish to check our FSA registration and you can do this at the FSA website our registration number is 478224.

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