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Contact Us on 01277 487920

We are qualified financial planning advisers with expertise in most forms of investment. With access to the whole UK financial market we can offer a wide range of investment products and services including ISAs, savings plans, Unit Trusts, Investment Bonds and other specialist investment opportunities.

At a time when interest rates are low and there is little or no growth in the economy, finding investments that are both rewarding and reliable is difficult. With some investment expertise from one of our advisers you will realise that there are many investment opportunities to suit your needs and circumstances.

With our knowledge of the current investment market and long standing connections within it, we can offer you the chance to explore a wide range of investment opportunities. We will review the past performance of these investments, arrange the fund allocation to achieve a good return, assess the risks, and review the charges to give you a clear picture of your investment options.

Clients entrust us to provide a service that will meet their requirements and protect their interests. Our purpose is to build, enhance and safeguard the wealth of our clients.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

…It is vital that our clients agree and understand what is meant by “investment risk” and time will be taken to discuss this with you to ensure that solutions from the wide range of options and funds will be recommended to match your needs…
Investments, ISAs, savings plans, company shares, Unit Trusts, Bonds, investment risk, investment advice
Authorised and regulated by the Financial Conduct Authority.