We provide a high quality service covering all forms of financial advice for private clients. You can be confident that your financial plans are being reviewed regularly by a well-qualified and diligent financial adviser. Most importantly, advice you are provided with will be completely impartial and without bias towards a particular product or supplier. Our advisers and support staff are warm, friendly and very happy to answer questions.
Meetings are arranged by advisers on an individual basis and if you wish to communicate directly with your particular adviser please click below:
Don’t just take our word for it...
Karen, further to the successful conclusion of my equity release application, I would like to take this opportunity to thank you for your support throughout. The sensitive, yet open and courteous manner with which you dealt with me and my situation at every turn was much appreciated. You gave me balanced information, outlining all the pros and cons involved, and the clarity of your impartial advice greatly aided my decision-making.
Nick, as you may know, we moved house last Friday and are now happily ensconced in our new home. We just wanted to say thank you for all of your help in getting us to this point – we are very grateful for all of your assistance and guidance, especially as this has been a somewhat prolonged process involving two houses! We would not be in this position without your help, so thank you. Best wishes.
Eleanor Fraser and James Poole, London barristers
Karen, now the dust has settled and everything has gone through I would just like to say a very special thank you for everything you have done for us. We couldn’t have done this without your expertise and professional knowledge, you have made a real difference to our lives.
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