About us 2017-08-08T08:10:13+00:00
About Us

The advice we offer is personalised and is not sales driven, so our customers can be assured that the information they receive is objective and appropriate for their own situation.

We also offer a range of financial management and review services to help our clients take care of their investments so they don’t feel left out in the cold once their initial enquiry has been dealt with.

This means that our clients can be confident that their money will continue to work for them in the best possible way, even if they don’t have the time or knowledge to review their investments themselves.

Group of Business People Working on an Office Desk

Our clients tell us that our personal attention to detail and our friendly, approachable attitude is what makes us stand out as trusted financial advisers. We tailor our advice to the needs and circumstances of each individual enquiry and we are happy to answer questions about even the most basic financial knowledge as we know that not everyone has had a chance to get to grips with the ins and outs of investments, insurance or pensions prior to contacting us.

  • The value of the investment can go down as well as up and you may not get back as much as you put in.
  • The value of pension and the income they produce can fall as well as rise. You may get back less than you invested.
  • The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.