Our team of independent financial advisers are happy to offer existing and new personal clients an initial consultation at our expense which can be done face to face or by telephone.

We can offer a range of services, as shown on this site, including these specialist services which require additional qualifications:

• Equity Release – releasing a lump sum or income from the equity in your home (applicants must be aged 55 or more).
• Long Term Care – funding for Nursing Fees.
• Pension Transfers – considering options for your existing pension funds

We pride ourselves on simplifying complex issues, keeping your paperwork to a minimum and providing friendly, ongoing advice where required.

Click here for information about how we work and are remunerated as well as the chance to learn a little more about our advisers.