About the Business
The company was formed by Neil White and Simon Atkinson in January 2007 with the aim of getting back to the basic principles of Financial Services, namely to provide good quality independent financial advice to clients in a personable and friendly manner. In our dealings with clients we try to avoid the use of jargon and express our advice and recommendations in plain English as far as that is possible.
We see it as a vital part of any financial planning process to work closely with our clients and their other professional advisers, such as Accountants and Solicitors, to create a coherent and integrated financial strategy. We see our role as being integral to a client achieving their long term financial goals.
With the majority of our new enquiries being referrals from existing clients, we feel this bears testimony to our approach.
Location & Hours
51 Coniscliffe Road
