About the Business
We are a family-owned business, run by husband and wife team Liam and Tracy Starley, who live in Petersfield with their three children. Liam is highly qualified, holding the 'Diploma in Financial Planning', the 'Investment Management Certificate' and the 'Certificate in Long-Term Care Insurance'.
With over 15 years experience in financial services we know that the best results come from talking with clients face-to-face. We take time to get to know you properly in order to design a plan to fit your individual circumstances. Unlike a large institution, we are not limited by any corporate policy or influenced by departmental targets.
Acting with honesty and integrity at all times, our commitment is always to do the right thing by our clients. We explain all your options clearly and precisely, and we provide exceptional value for money through a transparent and competitive charging structure.
Location & Hours
28 The Spain
