We offer independent financial advice on all areas of financial planning:
Savings
Investments
Retirement Planning
Mortgages
Life & Health Insurance
Estate Planning
Being independent means that we work in our clients best interests we are not tied or affiliated with any company. This means that our clients receive impartial advice, best suited to their needs. We offer our services on a fee basis, which will be fully explained to you during the initial consultation (which is without charge)
We pride ourselves on our honest and informal approach, helping you to understand the jargon and helping you to achieve your financial goals. Our aim is to build a long term, trusting relationship with our clients, many of whom have been with us for over 20 years..So, whether you are trying to purchase your first home, need tax efficient savings for your future, or planning your pension income, we can help. Call us for a no obligation discussion on01562 887962.
Location: 20 Hagley Hall, Hagley, DY9 9LQ
FCA Registration Number: 441352
Regulations: Directly Authorised by the Financial Conduct Authority