Established in 1990 by Neil Thomas our Managing Director, we have over 25 years experience in providing financial advise individually tailored to suit your needs.
We access the whole of the market to provide advise which is completely impartial; we are not affiliated with any particular products so our advise is based on what suits your needs best – not ours.
We provide a wide range of advice built on establishing a close rapport with our clients and are very proud to say that most of our business is generated by recommendation. Our aim is to provide ideas for our clients to consider and be able to make an informed decision with which they feel comfortable.
We offer you advice on a wide range of financial matters including pensions, retirement panning, investments, inheritance tax planning and transfer value analysis. We are happy to talk at our premises or meet at clients homes or offices. We’re happy to chat and give advice on individual services or look at the “big picture” with you and evolve some long term financial planning.
How we work
What you can expect from an initial consultation
At our first meeting, we sit down with you to find out your objectives and priorities. We know it’s likely you’ll be coming to us with a specific question in mind. Before we can get into the detail of solving your problem, we’ll take some background information from you, and give you some information about what we do, how we do it, and what you can expect.
This is a chance for you to decide whether our type of advice will meet your needs. We talk through the financial planning process, the services we offer, our experience, how we are paid and our regulatory status. Once we have a written agreement in place we will be able to begin the planning process, researching and developing options and recommendations to help you get the most out of your money.
BOOK AN INITIAL CONSULTATION AT OUR EXPENSE
We're experts in the field
We really get to know you
Our advice is tailored to your needs
what our clients say
I just wanted to say many thanks for sorting my pension out for me. In particular for making it a stress free process for me! I will never grow to love pensions but I am very grateful that you do! I can now plan my trip of a life time!Claire, London
Thank you for your help and guidance. I cannot thank you enough for all of the help that you have given me.Bev Kirby, Brighton
I just wanted to say how much I appreciate all you have done in helping Pierre and I set up a mortgage and respective life insurance policies. Thank you for all the time you have spent on us.Claire, Bakewell