Independent Financial Advisers

Whether you are looking for mortgage advice, equity release advice, retirement planning advice, financial and investment planning, Wills, Lasting Powers of Attorney (LPAs), or care fees advice; as independent financial advisers, we think we have it all covered for you.

But we do things a bit differently - we really want to understand why you want something, and see if you can achieve financial happiness. That's important to us because we know you (and we) will only live once (unlike Mr. Bond). If life isn't a rehearsal then surely we all deserve to get the most out of it.

We think you want us to answer your questions - whatever they may be - and to work with you to clarify what really makes you happy. If we can understand what really makes you happy, and would do for the rest of your life, then we can come up with a financial plan together to best use your money in making you ... happy! Together we will craft an achievable and fulfilling lifetime financial master plan. This will ensure you have a clear strategy to help you accomplish your life goals and aspirations. Life is not a rehearsal; a plan will make your goals a reality.

As independent financial advisers, we frequently meet clients who tell us they don't understand anything about financial and investment planning or how and why they have got to where they are. We also meet clients keen to sort out their retirement planning - whether looking to fund it or take benefits. We enjoy solving problems and our clients are great at giving us them!

As financial advisers, we believe it's about our clients feeling financially secure - something that is priceless, particularly in the current climate - because we work hard to solve problems and help achieve everything they want out of life, with confidence.

Sometimes our clients are in the position of having to rebuild their financial independence, often in the later stages of their life, possibly because of divorce, redundancy, or family death. Sometimes our clients haven’t had responsibility for their financial affairs previously.

We aim to reassure everyone, they are not alone and we may be in a position to help, plotting a financially secure way ahead in such challenging times.

Our expertise is to develop our understanding of you and try to help build a financial plan, which might mean that things need changing, but it might not! We just give honest financial planning and financial advice focused on you.

As passionate independent financial advisers, we pride ourselves on our family-friendly nature, aiming to help clients build secure futures with financial confidence and understanding.