Our Approach

Service

We offer our clients a friendly, professional service, based on a close working relationship founded on mutual trust. We can review your financial planning; specifically looking at any General Investments, ISAs, Pensions (including Defined Benefit Pensions), Estate Planning, Equity Release and Ethical Savings and Investments.

Unlike many firms, we have remained fully independent.  This means that our specialist advisers can access a breadth of providers to ensure that you receive the best products and value for money available at the time.

For setting up a comprehensive financial plan, establishing an investment portfolio or providing ongoing service, we always fully explain and agree remuneration with you beforehand by completing a Client Agreement.

There are no hidden charges.

Value for Money

Despite many changes over the past 40 years, one thing remains – the value of professional, truly independent financial advice, especially in tough economic times.  We aim to keep our costs reasonable, because we are aware that you are looking for value for money.  We have the whole marketplace to choose from and can tailor a solution to meet your specific needs.

And to ensure you are happy to work with us, your first consultation meeting is provided at our expense.

Your Wealth Starts Here

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Or call — 01903 882007