This website primarily provides existing and also prospective clients with an insight into how we work, on-line information and services.
Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.
We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning. Our clients include individuals as well as small businesses.
All our advisers are fully qualified, and some of us hold specialist qualifications for advising on pension or tax matters.
This website aims to give you further information about
- our firm and our approach
- where to find us
- comprehensive generic information on financial products
- a range of useful calculators
- relevant financial news items, updated daily
- our own news
Just click on any of the above items, or on any of the tabs at the top, to access these sections.