Our ServicesA brief overview of what we do
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.
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).
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.READ MORE
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.READ MORE
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.
We offer advice to business owners and company 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.READ MORE
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.READ MORE
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 MORE
NewsRead the latest stories relating to personal finance
Many clients who come to see us for the first time own some shares. These shares might have been inherited, received when an old building society became a bank or bought through a company share save scheme. Some people also buy and sell shares on a regular basis because they like to dabble in the […]READ MORE
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