Private Clients

As truly independent advisers established locally since 1985 we are able to provide a fully comprehensive range of financial products and services to our clients.

We are NOT tied to any financial organisation, and act solely for YOU to obtain the best possible terms.

We have built our reputation on the success of our advice, by treating customers fairly, and by offering all clients the same personal level of service.

An initial consultation can be offered free of charge for new clients  to establish your needs and requirements. A charge would be made for any financial advice given thereafter. Our terms of business will be explained at the initial meeting, and the basis of our remuneration will be agreed with you before we carry out any chargeable work on your behalf.

A copy of our terms of business can be provide upon request by telephoning 01227 472 769

Example: Mr H came to us at age 57 seeking advice with regard to early retirement due to poor health. We managed to restructure his pensions & investments to provide enough income for him to leave work 3 months later…