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About Us

What Do We Do?
ImageYou may find like many others, whether in your private life or business affairs you seldom have time to examine your financial position in depth. Making the most of your money requires an understanding of finance, law, and taxation together with a detailed knowledge of how financial products work. You may have several advisers who you consult on fragmented areas of your financial planning, like a jigsaw the more pieces you have the more difficult it is to see where you are.  Our job is to piece together your financial jigsaw with the aid of a complete range of services.

We thoroughly review a client's situation or corporate financial plans and ensure that their needs are identified and affairs arranged in the most efficient manner.  To research the best possible products or services that most suit a client's requirements.  To provide an ongoing service with updates, reviews and information.

How can we help you?
ImageThe Individual Client: Typically you may require advice on obtaining a competitive Mortgage, Planning for retirement, ill health or death protection, advice for provision of university costs or plans to mitigate Inheritance Tax. Investing for Income or Capital growth.

The Company and Business Client: May require protection against loss of key employees, and/or shareholder protection arrangements.  Advice on implementing employee beneifts.  Tax mitigation, business financing and insight into efficient use of pension plans. These are just some of our services.
What does it Cost?
All initial meetings are free of charge and without obligation. We will discuss with you and provide in advance full details of the cost of advice and how best this can be facilitated.

Summary of our Services

Personal Financial Planning Corporate & Group Business
  • Comparison of Deposit accounts
  • National Savings
  • Unit & Investment Trusts
  • Investment Bonds
  • Savings Plans
  • School/education fees
  • Corporate Investment Reviews
  • Pensions
  • Benefits reviews
  • Individual Plans
  • Self invested (SIPPs)
  • Employee Benefits Schemes
  • Group Pension Schemes
  • Director Pensions
  • Mortgages
  • First Time Buyers
  • Re-Mortgages
  • Capital Raising
  • Debt consolidation
  • Buy to let individuals and Portfolios
  • Commercial mortgages
  • Re-mortgages
  • Capital raising
  • Tax Planning
  • Maximising Tax Savings
  • Inheritance Tax Assessment & Planning
  • Renumeration strategies
  • Pension strategies
  • Insurance
  • Life Insurance
  • Ill Health Income Replacement
  • Loans/Mortgage Protection
  • Private Medical Care
  • Employee Benefits Schemes
  • Group death in service
  • Group income replacement
  • Group Private Medical
  • Keyman protection
  • Share purchase arrangements
  • Income Replacement
  • Accident and Sickness
  • Permanent Health
  • Employee Benefit Schemes
  • Group Income Replacement
  • Finances
  • Best credit card
  • Best current accounts
  • Best loans
  • Best savings and deposits
  • Banking Reviews
  • Training and seminars
  • Individual training
  • Group seminars
  • Individual or group training
  • Seminars for groups and companies

  • - We do not charge a fee for an initial Mortgage enquiry meeting. We charge 49 if you require us to research the market place and advise on the most appropriate Mortgage that we fell is correct for a client and assistance in completing the entire application process. Only when you receive your Mortgage offer will we charge our balance fee of 150.
    - Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up payments on your Mortgage.


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