01452 527592


Genuinely independent, fee-based financial advice

About Us

We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements.

We begin by having an initial discussion to explain our services more fully and to explain the payment options in detail. Once we have been instructed, time is spent gathering and analysing information about you, your finances and your needs and objectives. We then make and discuss any recommendations with a view to making investment and protection arrangements for you.

We seek to provide a complete service offering security for our clients, their families and businesses. We aim to be accessible at all times in order to help you save time and money, and we aim to develop long term relationships with our clients.  

In summary our main aims are:

  • to provide a personal and professional service to our clients
  • to surpass client expectations
  • to provide reports and advise using langauge you will understand
  • to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
  • to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.