We offer advice on Savings and Investments, Retirement Planning, Life Assurance, Critical Illness Cover, Inheritance Tax, Mortgages, Insurance and Business Protection.
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We can review your current investments and pensions (including Defined Benefits pension) to ensure they are still right for you.
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This could include setting up a plan so you can retire early or putting plans in place to reduce an Inheritance Tax liability.
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Whether you are a first time buyer, a home mover or you want to make sure you still have the best deal on your current mortgage, we can help.
Learn MoreWe also offer advice to businesses (including sole traders, partnerships and limited companies) covering help with tax efficient pension contributions, business owners insurance and managing your auto enrolment duties. Read more
We are directly authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by entering our FCA registration number (439777) on the FCA register
We are Chartered Financial Planners, which is our industry’s gold standard in terms of professional accreditations. We have held this title since 2014. We have also won or been shortlisted for numerous industry awards in recent years.
Our clients tell us we have excellent customer services skills. Over the years our company has primarily grown through word-of-mouth recommendations from satisfied clients and other professionals who have been impressed with our work.
Finally we have stood the test of time, having been originally established in 1985.
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Before I started work in this profession I used to think of budgets as only being useful when someone is struggling to make ends meet. Over time I realised that a budget is the bedrock of any financial plan, whether you have relatively little wealth or are very wealthy. In this post I will explain […]
Read MoreIt is very easy to find articles and videos which suggest there could be a crash in investment markets. So is this correct? The easiest answer to this question is: nobody knows. The best answer is: it really does not matter, as long as the following points hold true: Your investments are diversified Your […]
Read MoreWhen was the last time you reviewed your average spending or put some real thought into how much money you are putting aside? We all lead busy lives and many of us leave our finances on autopilot, including the use of direct debits and contactless payments. As a result you might experience the following financial […]
Read MoreWe have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. This means you can be confident you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
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