Providing quality financial advice to individuals and businesses for 30 years

We offer advice on Savings and Investments, Retirement Planning, Life Assurance, Critical Illness Cover, Inheritance Tax, Mortgages, Insurance and Business Protection.

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My savings

We can review your current investments and pensions (including Defined Benefits pension) to ensure they are still right for you.

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Planning my future

This could include setting up a plan so you can retire early or putting plans in place to reduce an Inheritance Tax liability.

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Mortgages or Insurance

Whether you are a first time buyer, a home mover or you want to make sure you still have the best deal on your current mortgage, we can help.

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We also offer advice to businesses (including sole traders, partnerships and limited companies) covering help with tax efficient pension contributions, business owners insurance and managing your auto enrolment duties. Read more

Why choose us?

We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by entering our FCA registration number (439777) on the FCA register

We are Chartered Financial Planners, which is our industry’s gold standard in terms of professional accreditations. We have held this title since 2014. We have also won or been shortlisted for numerous industry awards in recent years.

Our clients tell us we have excellent customer services skills. Over the years our company has primarily grown through word-of-mouth recommendations from satisfied clients and other professionals who have been impressed with our work.

Finally we have stood the test of time, having been originally established in 1985.

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Recent News

Bank of England defers interest rate hike

At its May meeting, the Bank of England voted (7-2) to maintain it’s base interest rate at 0.5%. This was in spite of earlier indications it would raise rates by 0.25%. In this post I set out the reasons why the Bank of England has backtracked and the implications for financial markets. If you are […]

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Time is running out: tax year end

We now have less than 3 weeks until the end of the current tax year, so there is just enough time to make the most of your remaining allowances (if you hurry). In this post I have summarised some of the key allowances you can take advantage of. Please bear in mind that these options […]

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Interest rates remain at 0.5% – but are expected to rise sooner than expected

Today (8th February) the Bank of England’s Monetary Policy Committee (MPC) held its monthly interest rate setting meeting. The vote to hold the base rate at its current level of 0.5% was unanimous and was in line with analysts’ expectations. However in a surprise announcement the Governor of the Bank of England, Mark Carney, said […]

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Proud to be Chartered Financial Planners

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. This means you can be confident you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

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Our Accreditations

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Regulatory Information

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. While we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice.

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01642 477 758

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