About Us
Independent Financial Advisers Authorised and Regulated by the Financial Services Authority specialising in investments and pensions. Our roots go back to 1989 when the business was started as a tied agent of Royal Life. We became Independent in 1998 and also incorporated in the same year. We continue to look after the financial affairs of some of our earliest clients and also enjoy the support of many new clients.
We use many of the latest tools to help our clients gain an advantage when it comes to investment and portfolio planning. We would like to hear from you if you are in need of independent financial advice. Please call us now on 01732 881188.
You can check us out by going to the FSA register: http://www.fsa.gov.uk/register/home.do and typing in our FSA registration number 402725.
Many investor are reassured by the fact that we do not hold client money. All checks for investment are made out to the investment company and never us.