Please note we are currently having issues with our phone system. We are actively sorting it and it should be working within the next day or so but if you need to contact us today and cannot get through please use temporary number 01993 623022 or email and we will call you back.

Clear and concise advice that’s truly independent

Knowing where you can find clear and concise advice that is truly independent when considering your financial situation is not easy, despite the financial services industry being highly regulated. Many financial advisers just seem to have an inbuilt need to sell you something.

Sometimes you reach a stage in life when there are big decisions to be made and you need to chat them through with someone who will not only give you a clear understanding of the advantages and disadvantages of the financial alternatives but set that advice within an understanding of the values which are important to you – your life goals, your family, your ethics.

This might include:

  • Getting Married
  • Starting a family
  • Coming into money
  • Redundancy or a career change
  • Bereavement or long term illness

We never sell any financial products. If as a result of planning you want to invest in specific products we can recommend independent financial advisers that we know and trust to guide you.

For more information about any aspect of our services, please telephone or complete the contact form here