Don’t forget to notify your pension provider about your change your address.

When you move to a new house there’s always lots to do and quite often the last thing on your mind is notifying everyone about your new address. Well perhaps not everyone. You might remember your bank, council, sky etc – all the services you use day to day. But what most people forget is […]

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Well done James – your first review

Congratulations to our new trainee financial advisor James Elliot, who got his first client review last week. James who joined us in December has passed all his examinations to qualify as a financial adviser and is currently training with both me and Adele to gain his “competent advisor” status. Once I’m happy to “sign” James […]

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State of the nation’s finances

The latest Deadline to Breadline report has just been published by Legal & General. This annual publication looks at the state of the nation’s finances through a series of surveys and always throws up some surprising facts and figures. It’s not always good news either. For example, in the years report, we’re told that: The […]

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Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

On first meeting Christina in person she set my mind at rest and sorted everything I needed.

Mr T

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C