We provide a comprehensive Financial Planning Service to our clients. The firm’s Principals are long standing professionally qualified Members of the Chartered Insurance Institute (CII) and both also personally hold Chartered Financial Planner status. In addition, the firm is one of the few in the UK to hold the CII’s Corporate Chartered Financial Planners status.
One of the firm’s Principals is also a professionally qualified Member of the Chartered Institute for Securities and Investment (CISI), the UK’s recognised professional body for Investment Management professionals.
The value of your investment can fall as well as rise and you may get back less than you have invested.
We provide comprehensive impartial advice to individual clients on the following matters:
- Holistic Financial Planning
- Retirement Planning
- Investment Planning
- Regular Savings
- Estate Planning
- Medical and Healthcare Insurance
For further information or fact sheets on any of the above topics please call 01782 711 091 or visit our contact us page for contact details.
The Financial Conduct Authority does not regulate taxation and trust advice.