About the Business
To provide qualified Independent Financial and Mortgage Advice to the public in partnership with quality independent estate agents and professional introducers and thereafter improve the financial standing and future of all clients using the financial resources available to them through effective planning and guidance. The company provide independent financial and investment advice to Individuals, Companies, Trusts, Charities and Expatriates dealing extensively with product providers and mortgage lenders as well as fellow Legal and Accounting professionals in providing sound independent financial advice and guidance in all areas of financial planning.
The Company is regulated by the Claims Management Regulator in respect of regulated claims management activities. The Company achieved Chartered Financial Planning status in June 2007. In 2011 the Company received "Accreditation of Training Delivered by Employers" from the National Skills Academy for Financial Services.
Location & Hours
16 George Street
