What We Do

We take a holistic view of our clients’ current financial structure and offer unbiased financial planning information in simplistic understandable terms.  We have access to a diverse range of plans across all major providers in the marketplace.

We work in conjunction with designated tax consultants, economists, fund managers, solicitors and accountants to deliver the best available support services.

We build lifetime relationships with our clients by developing a deep understanding of their financial goals and objectives. We analyse and advise on risk management and make recommendations on short, medium and long-term solutions, offering complete peace of mind that they are in the hands of experts.

Ultimately, we provide our clients with complete Financial Peace of Mind. 

How we do it:  The Process

• We develop a structured financial plan tailored to your specific choices and aspirations for you and your business.
• We identify your financial objectives and analyse your attitude to risk, then research the marketplace to find the most suitable products that will match your agenda.
• We make solid recommendations, factoring in price, previous performance and suitability to your agreed goals. 
• We provide an ongoing advisory service to keep up to date with what’s happening in your world versus the world at large, and advise on adjustments to address these changes.

We make the process plain sailing. 

• Family Protection
• Mortgage Protection
• Business Protection
• Employee Protection
• Over 50's Life Cover
• Critical Illness
• Inheritance Tax Planning
• Term Assurance
• Income Protection