Independent Financial Advisers

Working With Professionals

We are proud of the professional relationships we have built up over the years, for example with accountants and solicitors, and we understand the importance of liaising with other professionals in order to implement effective financial decisions.

We don't directly deal with areas such as mortgages but we are able to refer clients to our professional contacts for advice in these specific areas. As an example, our mortgage referrals are handled by an adviser who only deals with mortgages and therefore has an excellent level of knowledge and expertise in this area.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

I was introduced to Julian based on a recommendation when I was moving from permanent employment to being self-employed. During this transitional period choosing the right portfolio of products was of utmost importance to me and Julian took the time to explain what I found to be very complex topics, in a language I understood to enable me to make an informed choice. Julian makes things simple for you and then goes away and makes it happen. I found him to be a wealth of knowledge about the products that are available and would not hesitate to recommend Julian to anyone wanting to gain control of their finances. Lee Turner

Investments

Pensions & Retirement

Estate Planning

Corporate Services