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Welcome...

Our firm focuses on good personal service
and confidential quality advice

We deliver on promises; we offer strategic financial planning; we give regular reviews; we take pride in knowing and understanding our clients; we are trustworthy and accessible.

As Independent Financial Advisers we are able to provide personalised advice on a host of areas:
● Savings & Investments
● Protection
● Pensions
● Long Term Care Fees Planning
● Equity Release*
● Inheritance Tax Planning

We pride ourselves in giving unbiased honest advice.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you.

We help you to have peace of mind over your financial planning, and help you and your family to be financially secure. We help you stay in control, we save you time, and we have friendly, genuine long term relationships with our clients. We offer a proactive service.

Being independent financial advisers allows us to work on YOUR BEHALF. We make sure that your interests are aligned with interests.

Free Initial meeting available - Our flexible approach allows us to provide face to face consultations, or conduct business by post and email

Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

For mortgages we can work on a combination of commission and fees. If paying purely by a fee this is typically 0.6% of the loan amount. The precise amount will depend on your circumstances.


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Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. 03579945.

Registered Office:
96 Bridle Road, Maidenhead, Berkshire

FSA Firm Number: 224139

Telephone : 01628 670630

Email : Click here




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 224139


 
96 Bridle Road, Maidenhead, Berkshire - Telephone : 01628 670630