Our Services

A brief overview of what we do
  • Pension freedoms

    New pension freedom rules came into effect on 6th April 2015. We can help you make the most of these rules to provide a secure retirement for you and your family


  • Savings and Investments

    We pride ourselves on our investment process. We are Independent Financial Advisers, which means we are required to research all investment products available in the UK (and some overseas products).


  • Mortgages

    We advise on Purchases, Remortgages, Buy-to-Lets and First Time Buyers. We also offer advice on the Help to Buy scheme.

    We can easily compare deals between a very wide range of lenders, which saves you having to shop around.

  • Insurance

    We consider protecting you and your family to be a priority over all other financial needs.

    Almost everyone has a requirement for some form of protection but very few people are properly covered until they seek professional advice.

  • Retirement planning

    We offer advice on all stages of retirement planning, from people just starting to save for their retirement up to people choosing the best way to take their pensions benefits.


  • Small and Medium Businesses

    We offer advice to business owners and directors in a number of different areas.

    This includes advice for the business itself and advice about how your business can integrate with your personal finances.

  • Auto enrolment

    Auto enrolment presents a new set of risks and opportunities for your business.

    Our goal is to help small and medium-sized companies in the North East adapt to the new rules as smoothly and efficiently as possible.

  • Lifetime mortgages

    A Lifetime Mortgage allows you to release some of the capital tied up in your home without selling the property.

    This money can then be used to fund a more comfortable lifestyle in retirement.



Read the latest stories relating to personal finance
  • Investing money for a child

    Clients regularly ask me about investing money for a child (or grandchild). This type of gift can also be an important part of an Inheritance Tax planning strategy for anyone who has a potentially taxable estate. There are a variety of products available and several tax to consider when you think about investing for children […]


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