We provide professional, independent fee based financial planning and advice to individuals who want the reassurance that their affairs are in safe hands. Being Independent means that the advice we provide is totally unbiased.
Our clients appreciate our proactive, warm and friendly approach to financial planning services. Many of them are at (or nearing) retirement and looking for an adviser who will take time to listen, to understand their needs, objectives and concerns, then devise a solution to match their circumstances. All of this is explained in plain English.
We work with you and our professional partners to recommend an appropriate solution, whatever your situation. We don’t believe in selling products, instead we take time to enlighten you on financial matters and work with you over the long-term. Regular reviews keep you informed and enable us to make any required changes, taking account of your changing needs and circumstances.