We are an independent financial advisers firm, which means that we offer a wide range of products and services from the whole of the market. We listen to your needs and offer clear, jargon-free advice on the most appropriate financial products to suit your circumstances. Please take the time to read those sections of our website which interest you.
We would be delighted to hear your comments on the site and we look forward to being of service to you very soon. If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure which is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). The largest financial commitment decision most people make is their mortgage and it is therefore vital. It is no secret that the country's finances are in a dreadful state and that this will continue for years to come.
We would be delighted to hear your comments on the site and we look forward to being of service to you very soon. If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure which is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). The largest financial commitment decision most people make is their mortgage and it is therefore vital. It is no secret that the country's finances are in a dreadful state and that this will continue for years to come.
Services
We are an independent financial advisers firm, which means that we offer a wide range of products and services from the whole of the market.
We are an independent financial adviser firm with experience in advising clients dating back to 1992.
We offer a broad range of services and advice on mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.
We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them.
We are an independent financial adviser firm with experience in advising clients dating back to 1992.
We offer a broad range of services and advice on mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.
We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them.
The largest financial commitment decision most people make is their mortgage and it is therefore vital that you are able to choose which mortgage is right for you.
Dozens of banks, building societies and other lenders compete for your business, offering thousands of different mortgage deals with complex combinations of interest rates, fee incentives and other enhancements.
In addition, each lender has its own lending criteria and underwriting methods, making the decision-making process even harder.
Dozens of banks, building societies and other lenders compete for your business, offering thousands of different mortgage deals with complex combinations of interest rates, fee incentives and other enhancements.
In addition, each lender has its own lending criteria and underwriting methods, making the decision-making process even harder.
Let us help put the right protection in place for you and your families so you can enjoy your future.
So what are we trying to protect ourselves against?
Most of us will already have some form of insurance, possibly of their car or their home, but protection here means covering the "what ifs" in life.
Critical Illness - advances in medical science mean that illnesses can be now diagnosed earlier and treated more successfully.
There is, therefore, a greater chance that we will survive a major illness such as cancer, a heart attack or stroke, but these illnesses often have a serious long-term effect on our lives.
So what are we trying to protect ourselves against?
Most of us will already have some form of insurance, possibly of their car or their home, but protection here means covering the "what ifs" in life.
Critical Illness - advances in medical science mean that illnesses can be now diagnosed earlier and treated more successfully.
There is, therefore, a greater chance that we will survive a major illness such as cancer, a heart attack or stroke, but these illnesses often have a serious long-term effect on our lives.
Make sure that you are saving enough money within your pension to help your lifestyle when you retire.
It is no secret that the country's finances are in a poor state and this is likely to continue for years to come.
The State pension is costing the Exchequer more and more, and with life expectancy increasing and a static birth rate, there will be more and more pensioners relying on a smaller and smaller workforce.
There is therefore likely to be less and less State money to go around.
It is vital that we make additional provision to increase our income in retirement and the most effective way of doing this is through a private pension.
It is no secret that the country's finances are in a poor state and this is likely to continue for years to come.
The State pension is costing the Exchequer more and more, and with life expectancy increasing and a static birth rate, there will be more and more pensioners relying on a smaller and smaller workforce.
There is therefore likely to be less and less State money to go around.
It is vital that we make additional provision to increase our income in retirement and the most effective way of doing this is through a private pension.
Let us help you make the correct decisions that help provide for when you retire from working full time.
If you are planning to retire in the next few years you are no doubt thinking about how to take an income from the pension fund you have built up.
One of the most important is the removal of the requirement to take your pension benefits by a specific age, so if your financial situation is such that you do not need to take an income or lump sum from your pension, you will not be required to do so.
If you are planning to retire in the next few years you are no doubt thinking about how to take an income from the pension fund you have built up.
One of the most important is the removal of the requirement to take your pension benefits by a specific age, so if your financial situation is such that you do not need to take an income or lump sum from your pension, you will not be required to do so.
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