About the Business
Most financial advisers are generalists. We find our clients like to deal with specialists. Accredited by organizations such as the Society of Pension Consultants, you'll get timely, expert help and support. 100% of our advice is independently pre-checked by our external compliance partner, Caerus. This means you can be 100% confident that our advice is not just suitable, it's best advice. Clients tell us that this is a real confidence booster. Having been involved at ground level with start up and growing businesses, as well as more established ones, we know what makes a business work, and what doesn't.
We're technically proficient, but we're also real world. The Financial Conduct Authority have raised the qualification benchmark for financial advisers, starting 1st January 2013. Our advisers already exceed the new qualification level, so you can be sure of consistently getting the very best advice. We know what we do well, and we also know what is outside of our expertise.
Location & Hours
17 Church St
