Helping you through the financial maze…

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 35 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 we have 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 also offer a comprehensive Cash Flow Modelling service which can be invaluable in managing your money in the longer term and possibly help when deciding about early retirement, where we model scenarios to help you make that very important decision.

In addition, we can offer a Second Opinion Service (SOS), should you be dissatisfied with service levels of your current adviser.

Want to know more?

To find out more, please call us on 01925 815556 or email us at

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