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Welcome

Appointing a financial adviser is an important decision, and for many people is the first step towards securing their financial future.

As financial advisers, our job is to make your money work for you, whatever your situation or your stage in life, so that you can live the way you want to. As you would expect from a professional firm of financial advisers, we have the depth and breadth of knowledge and expertise to provide practical, informed advice on your financial affairs.

We understand that by appointing us as your financial advisers you are placing your trust in us. Our advisers are highly qualified and operate to strict ethical guidelines. Among other things they are required to:

  • explain clearly the areas on which they advise and the services they offer
  • act in your best interests at all times and with total integrity
  • discuss and agree fees and payment options in advance, before undertaking any work you ask them to do.

We offer different levels of services, all of which have the flexibility to be tailored to suit your particular requirements and the complexity of your financial circumstances.

To gain a complete picture of your overall financial position you must make sure you give us all the facts about your current circumstances, income, expenditure, savings, investments, insurance, and all other relevant information. This will enable us to research recommendations tailored to your financial needs and goals. We have advisers in Cambridgeshire, Norfolk and Suffolk and we are able to visit you either at home or you are welcome to come to our office at a time convenient to you.