With over 60 years of providing financial advice between us, our advisers have a great deal of knowledge, experience and skills to help and guide our clients in many areas of financial planning.
As a small, local and independent firm we prefer to meet our clients face to face when providing advice so we can get to know our clients properly and so they can get to know us. Our business is based on long term relationships with clients, with our clients knowing who is looking after their plans and that they can contact us about any queries they have or for further planning.
There are many areas of financial planning, including pensions and retirement planning, investments, protection, equity release and inheritance tax planning. We are able to advise in these areas and will go through an initial review process with our clients, looking at what they have in place already, what they wish to achieve and then offer ideas and possible solutions. There is no charge for this initial review meeting.