INDEPENDENT FINANCIAL ADVISERS

Authorised and Regulated by the Financial Services Authority

OUR SERVICES:

For private clients:

Investments and savings, pensions, family protection, retirement planning, estate planning, tax planning, providing for long-term healthcare.

For corporate clients:

Share/partnership protection, executive pension planning, employee benefit schemes, retirement and redundancy counselling, Third Party advice to accountants and solicitors.

WHY CHOOSE US?

We help you plan your financial strategy.
We look after your long-term financial interests.
We bring wide financial experience and close institutional contact within your control.
We offer you truly independent and impartial financial advice.
Through close co-operation and regular assessments of your requirements, you will find us east to do business with.
Let us help you set up a properly structured framework around your financial affairs.