Our Services

A free initial consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free initial consultation, of up to an hour in length, to consider your personal circumstances. Our consultation offer and subsequent recommendations are made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

The areas we advise on are as follows:

Investments

We offer advice across a wide range of investments from a straightforward ISA to complex investment portfolios. Our wealth management service offers our clients instant access to their whole portfolio, a streamlined efficient service, and access to a whole universe of investment choices.

Pensions

From starting out with your savings through to actual retirement, we offer advice and support throughout the entire retirement planning process. If you are at, or near retirement, please use our annuity rate checker to see if you can improve the annuity being offered by your current provider.

Protection

We search the whole of the market to ensure that cover we obtain for our clients is the most competitive, whilst offering the best features and using quality providers.

Inheritance tax planning

We can offer a range of solutions for every aspect of inheritance tax mitigation.

The Financial Services Authority does not regulate taxation and trust advice.

Mortgages

We have access to the whole market for mortgages using the latest software, we can source the best deals for our clients.

Your home may be repossessed if you do not keep up repayments on your mortgage.