- Financial Advice
- Life and Health Protection
- Corporate Financial Planning
- Trusts & Estate Planning
- Pension Advice
- wealth management,
- cashflow modelling
- retirement counselling
We are an approachable and highly experienced wealth advisory practice which is also part of the SJP Group.
We have been in business as individuals for over 30 years and many of our clients are via referrals.
We offer clients an overall review of their current investments/financial requirements but mainly assist with their retirement options and offer a combined review of all pensions where we offer our 360 degree cashflow forecast service which has been highly successful and provides our clients with a realistic retirement that they can start to work towards and enjoy their dream life when they are 'at retirement' whatever that age may be.
Our staff are highly experienced in the industry and we only choose paraplanners and administrators who are accredited or working towards this so our clients enjoy a valued experience from day one, which we are very proud to offer.