About the Business
Sophisticated technology is an essential party of the modern financial services company and we use it to enhance the relationship between ourselves and the client, never to hinder it. Personal and business customers can benefit from our extensive range of financial and insurance services, access specialist advice on financial planning, tax and trust, and take advantage of our investment management services. We believe that one size does not fit all so we provide individual attention with a dedicated Relatioship Manager to coordinate all aspects of our offering.
We also believe that the same Manager should look after both your personal and business interests, as they are often interconnected. Your property may be reposessed if you do not keep up repayments on a mortgage or any other debt secured on it. For mortgages we charge a fee of £350 payable upon completion in addition to commission from the lender.
Location & Hours
90 Bank St
