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.

Julian has been my Financial Adviser for several years and has helped me bring together a good foundation of financial products. As I work for myself, financial security is paramount and Julian has ensure that I have the right products for my needs. Julian has always been available for advice whenever I've needed him and has gone out of his way to ensure I fully understand any information given. I have always found him to be genuine, having utmost integrity and to be incredibly knowledgeable about the range of products we have discussed. I have absolutely no reservations about recommending Julian to anyone looking to enhance or secure their financial well being.
Juliet Eccleston - October 2023

Investments

Pensions & Retirement

Estate Planning

Corporate Services