About Us

Having an independent financial adviser reviewing your financial requirements can give you the confidence that the right investment decisions are being made for you.

Our financial services division complements our insurance provision, providing our private and corporate clients with unbiased, independent advice on a complete range of savings, investments, pensions, protection, life cover and tax planning solutions.

With many years experience, we are able to meet the needs of all our clients, whether corporate or private, and have particular expertise providing financial solutions for our High Net Worth individuals.

We offer a friendly, personal approach and the benefit of many years’ experience along with extensive knowledge of the market. Our aim is to treat customers fairly, listen to your requirements and be there for you in the long term, providing a high quality, professional, independent solution to your needs.

The team is headed up by a highly experienced and fully qualified Independent Financial Adviser, who has spent over 25 years in the financial services industry. The team are well placed to provide a wide range of financial solutions to meet any requirement, large or small.

Risk Warning:

• Tax Planning advice is not regulated by the Financial Conduct Authority.