As a team we stand behind our portfolio
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“…an enviable reputation
for being friendly and approachable

Company Profile

All of our staff are fully qualified financial advisers and mortgage consultants and collectively have over 100 years’ experience in the Financial Services and Insurance industry.

We have built an enviable reputation for being friendly and approachable whilst offering a highly professional service. Much of our business comes from the personal recommendation of existing clients.

As professional advisers we have taken the decision to avoid products which we consider to be too high risk for the majority of our clients. Full details can be found on our client proposition document.

We are fully aware that finding your way through the financial maze can be a daunting task and we therefore make it our business to provide you with clear and concise tailor made advice.

Our initial appointment will be at no cost to you. In this appointment we will provide you with an initial financial health check on any specific or all aspects of your finances including:

assessment of your existing savings and investments portfolio
valuations and reports on all your pension plans
advice on the right mortgage for you
a full review of your protection needs