We are a firm of Independent Financial Advisers with a wide range of skills and expertise. We work with both corporate and private clients, to deliver innovative financial advice.
Our company was formed in 1994 and we have built up a loyal client base of both corporate and personal clients. Our advisers offer practical, logical and understandable advice.
We work mainly on a fee basis, but may receive commission on some products as a method of remuneration. This is established during our initial meeting (for which there is no charge), when we will assess your needs and subsequently provide suitable advice to meet these.
Our advisers have over 25 years’ experience as Independent Financial Advisers aim to provide a straight forward jargon free service. We are an independent group of advisers, with no ties to insurance companies, investments companies or any other product providers.
We have developed relationships with our clients that engender confidence, trust and the knowledge that they will attain value for money and the most suitable advice for their needs. As no two clients are the same we provide unbiased, objective advice on a whole range of potential solutions. Whether you seek an assessment of your Inheritance Tax planning strategy, have a lump sum to invest or simply need advice on pensions, savings or protection policies, we are able to guide you towards a suitable course of action.
We believe our style is marked by a creative and personal approach to solving often complicated needs of our clients. We pride ourselves in helping clients to clearly identify their own goals and objectives and then presenting a bespoke solution to meet their precise needs.
We advise our clients on:-
- Investments & Savings
- Personal & Corporate Pensions
- Life & Critical Illness Cover
- Income Protection
- Corporate Protection including Keyperson Cover
- Inheritance Tax Planning
The Financial Conduct Authority does not regulate Inheritance Tax Planning and some forms of Autoenrolment.