We are a friendly firm of Financial Advisors who are happy to meet with you face to face or liaise with you via the phone or email to provide a service that’s right for you. Our Services included offering advice and solutions on Mortgages, Insurance, Financial Protection, Investments and Pensions. Our aim is to leave you worry free about your finances because you know they are in safe hands.
We have specialist advisors in all areas of our business as well as fantastic support staff who will be able to help you if your advisor is unavailable when you make contact.
We are authorised and regulated by the Financial Services Authority (FSA).
This is how we will work with you:
We will have an initial meeting for which there will be no charge.
We will then put together a plan including our recommendations. This plan will include our fees so you can see upfront what you will need to pay.
If you are happy with the plan and the fees we will then put the plan into action.
We will regularly review how things are going in line with the review schedule in the plan.
If you would like to arrange an initial meeting please contact us today.