As independent financial advisers, with a strong regional identity, we are able to search the whole market to find the best products for your needs, while providing a friendly and approachable service. We specialise in meeting the needs of local people and businesses, providing a down-to-earth, friendly approach, and we are committed to providing the highest levels of customer service. Every member of our team is passionate about building long-term relationships with our clients, and ensuring we always provide the best advice.
Our operation is wholly independent and gains valuable support as a member of the Simplybiz Consultancy service, giving us access to a wide range of top financial products and enabling us to recommend the most appropriate solution for your needs, whether individual or corporate.
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Services
Mortgages
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We meet the new criteria for independent mortgage broker status, so you can be sure we'll give you unbiased advice. We offer all clients a complimentary initial review, checking the details of your current mortgage or advising on your new or first mortgage.
When we know your requirements, we will search the market to find the best rates and most suitable deal for your individual needs. We have access to some exclusive rates that are not normally available on the High Street and can even review the deal you have with your existing lender.
When we know your requirements, we will search the market to find the best rates and most suitable deal for your individual needs. We have access to some exclusive rates that are not normally available on the High Street and can even review the deal you have with your existing lender.
Wealth Management
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Whether you are a seasoned or a new investor, and whether you are an individual, a family or a small business owner, we have the expertise, market knowledge and business connections to advise on the most suitable way to maximise your assets. We can suggest a range of investment products for you to choose from and a tailored wealth management service.
Pensions & Retirement
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Protection
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You need peace of mind, secure in the knowledge that, if the worst should happen, financial repercussions won't add to the burden. As independent financial advisers, we can provide specialist advice and arrange protection against a wide range of potentially devastating events.
Our service is available to individuals and businesses, providing personal protection, protection for your loved ones and dependents, for your business and for your employees.
Our service is available to individuals and businesses, providing personal protection, protection for your loved ones and dependents, for your business and for your employees.
Reviews (2)
Sam Brackenbury
Oct 27, 2019
Unfortunately I have found in my dealing with this business that they have lied to me about the service they were offering. Having used them as a mortgage broker for my house renewal I was advised that upon paying a 500 fee I would subsequently qualify to have any future mortgage proposals arranged free of charge. Having attempted to apply this I have been advised that this is not the case and would have to pay the full 500 fee for every mortgage renewal which I would not have paid in the first place for a broker to complete some paperwork for me. I would not recommend this business for any financial dealings as I have found them to be untrustworthy and unhelpful.
Alex Williams
Aug 10, 2019