Summary

Independent Financial Advice to private clients and corporate bodies: Including Investments, IHT Planning, Pensions, Protection and Mortgages.Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service is essential in today's cluttered market.

We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions:

An ethical way of dealing with our clients

A truly unique advisory process

Advanced servicing for all of our clients

Using the web to its full potential, all of our clients get an online view of their financial affairs and a chance to communicate with their own email service

We believe that websites can't advise people on their financial futures, nor should they.

When dealing with people's finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.


Area of Expertise


Investments:- Making best use of your capital & surplus income.

Expert investment advice
Investment bonds Unit trusts, Individual Savings Accounts (ISA) and OEICs
PEP transfers.
Inheritance Tax Planning & Capital Gains tax

Pensions: - Planning your retirement and the level of income required.
New or existing pension plan.
Retirement options such as annuities
Stakeholder pensions
Executive pension plans
Self invested personal pensions
Small self administered schemes

Protection:- Ensuring you have appropriate cover for you and your family & Business Protection.

Life assurance
Critical illness protection
Income protection insurance

Property: - Advising on mortgages and repayment strategies

Guidance on the best mortgage deal for you

Buy to let mortgages

Equity release schemes

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