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.

Learn More

I want to talk about...

My savings

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

Learn More

Planning my future

This could include planning for an early retirement or reviewing your finances after a life change, such as a bereavement or divorce

Learn More

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

Learn More

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.

Learn More

Recent News

Everyone needs a budget

Before I started work in this profession I used to think of budgets as only being useful when someone is struggling to make ends meet. Over time I realised that a budget is the bedrock of any financial plan, whether you have relatively little wealth or are very wealthy. In this post I will explain […]

Read More

Investment markets: will there be a crash?

  It is very easy to find articles and videos which suggest there could be a crash in investment markets. So is this correct? The easiest answer to this question is: nobody knows. The best answer is: it really does not matter, as long as the following points hold true: Your investments are diversified Your […]

Read More

Common financial pitfalls

When was the last time you reviewed your average spending or put some real thought into how much money you are putting aside? We all lead busy lives and many of us leave our finances on autopilot, including the use of direct debits and contactless payments. As a result you might experience the following financial […]

Read More

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.

Watch Video

Our Accreditations

Subscribe to our newsletter

Privacy Policy
//
Contact us

Call us today on

01642 477 758

Alternatively fill in your details below to book a free initial consultation with one of our advisers.

Enter your details below to book a free consultation.